Wealth & Money Management Awards 2018

18 2018 Wealth & Money Managaement Awards Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Address: www.acuityag.com WM180015 it adds to the security. We have a variety of tools that we make available to our clients ranging from full online portal access to their investments as well as fully encrypted messaging systems. “To support them, all of our advisers have full systems access remotely and are able to bring this live information to our clients in their own homes or places of work. We are always looking at ways in which to develop our company for the benefit of our clients and advisers so will often meet with a variety of outsourced firms in order to glean the best advice on current technology and systems and how this can be implemented within our firm.” Overall, Elite has enjoyed incredible success over recent years, but the firm is keen not to rest on its laurels, as Tim is proud to conclude. “Within the last 12 months, Elite has enjoyed strong growth, and as such has had to recruit an additional full-time adviser to undertake the additional work. Our performance over this period has also improved dramatically and all of our advisers are busier and more successful with each year that passes. This is largely down to repeat business and personal referrals from satisfied clients as well as an ever-growing positive reputation that we continue to build. “Currently, we are looking at sourcing new commercial premises and expanding in to new larger purpose-built offices that we would hope could also house additional professional services that complement our business. We anticipate this to happen over the coming year, and it will offer us many exciting opportunities for further enhancement.” Best Independent Financial Planning Firm 2018 - South West England Elite Financial Consulting Ltd, provide personal and commercial independent financial advice on all aspects of financial planning. We caught up with Tim O’Loughlin to learn more about the firm and the services it has to offer. Company: Elite Financial Consulting Ltd Contact: o Director & IFA, Steve Monks / Tim O’Loughlin Address: Park Edge 359a Church Road, St George, Bristol, BS5 8AQ, UK Phon : 0 117 955 3791 Website: www.elitefinancialconsulting.co.uk Founded in 2010, over the years Elite has been steadily growing steadily, drawing on its vast industry experience to support a range of clients. Based in Central Bristol, the firm services clients predominantly in the South West. Tim discusses the services that the firm provides to these valued clients. “Here at Elite, we offer advice on pensions, investments, protection, mortgage and general financial advice. We always aim to offer our clients the highest possible levels of service by combining interactive technology with quality experienced advisers, and will always be flexible on meeting arrangements so as to fit around our clients’ busy lives and families. This can often mean weekend appointments and late evening meetings at our clients’ chosen venue; however, we are always happy to oblige. “Our robust advice process ensures that we fully understand every one of our client’s individual needs and requirements at the earliest opportunity by way of face to face meetings and detailed fact finding. We then ensure that these needs are addressed, and the solutions fully detailed to the clients in a manner that is clear and understandable.” As a relatively young and vibrant firm, Elite attracts a range of talent from across the financial planning space, and works hard to support them so that they can provide their clients with the highest possible standard of service. Tim shares an insight into the firm’s internal culture and how this cultivates a client focus in all its staff. “Thanks to our supportive approach to both clients and employees, we believe in enjoying the work place and industry that we have all chosen to work within. We advocate team events and will often socialise together out of the office environment. Additionally, we support our colleagues in further development and will regularly share professional experiences so as to assist others in maximising their client outcomes.” For Elite, staff support also takes the form of providing cutting edge technological solutions, something that Tim is incredibly proud of, as he shares. “Technology forms a large part of our business as we recognise that our clients benefit from UpToDate systems on many levels. We also believe