Wealth & Finance International - February 2017

Wealth & Finance International 20 Right on the Money ulticorp Rose Ltd is an IFA firm that harnesses the latest in technology and communication to service a nationwide offering, specialising in helping clients with their Pensions and Investments. Chief Executive Officer, Wes Wilkes, is responsible for the commercial management, strategic planning and delivery of the firm and its vision. He tells us more about what Multicorp Rose specialises in. “Financial wellbeing is the heart of what we do. We harness the latest technology to help create transparency and choice for our clients, mov- ing them away from jargon-filled paperwork and heavily bundled costs. We provide 24/7 access to their finances whether we look after them or not and they can contact an adviser via secure messaging 24/7. “Acting exclusively over the phone, with all calls being recorded, we have in-house pension specialists and investment management execu- tives, using the best and latest in technology to help clients get back in control of their future retirement pot or change their lives now with our retirement advice. The firm has grown exponentially without the expensive resource and inflexibility of most financial services firms, Wes tells us. It delivered advice to more than 200 new clients in 2016, doubled its workforce and doubled its turnover, without passing on any additional costs to clients. Wes embellishes on the firm’s approach to providing outstanding customer service. “It’s not just our approach, but our business - out- standing client service is what we do. The fact that we look after their finances, investment management and advice is almost secondary. Our service proposition is what we base all of our first and following contact on. We use all communication mediums such as email, text, post, phone and secure messaging to get in touch, stay in touch and keep our clients informed.” “As outstanding client service is our business, our staff are the beating heart of what we do, they are our success. “We are proactive and reactive with client feedback. We harness and use the great feedback we get to support our principles and vision. We are not perfect and we take on board any feedback that isn’t where we would like it to be in order to improve, grow and get better.” With regards to the future, Wes foresees both opportunities and chal- lenges ahead for Multicorp Rose, however he plans to tackle them head on for continued success. “The area of Financial Services in which we work is gathering more and more regulation which we welcome, however this does come with addi- tional cost and time demands. Clearly through 2017 there are additional challenges with the advent of Brexit affecting our regulation and market movements with this and the US situation. “Within the wider industry, all I see is opportunity, some may see chal- lenges but we are in an age where technology has created more trans- parency than ever before, and more ways for all of us to communicate and collaborate. Embracing and leading this change can put Financial Services right at the front of global development and sustainability, it not our opportunity, it’s our obligation.” Company: Multicorp Rose Ltd Name: Wes Wilkes Email: [email protected] Web Address: www.multicorprose.com Address: Copthall House, King Street, Newcastle Under Lyme, Staffordshire, ST5 1UE Telephone: +1 (0)7881 557 755 Wes Wilkes, CEO of Multicorp Rose, tells us more about the firm following being awarded Financial Advisor of the Year – UK. M 1702WF34