Of late I have acquired several new clients and a discussion with one in particular reminded me of how thorough we are with the things that we do here at FMB.
During a recent initial meeting, the client could not believe that I did not look through all her investment information which she had brought with her. Instead we sat back and got to know each other over a cup of tea and talked about what was important, including her objectives for her wealth and of course explaining how we work here at FMB including what to expect from us and what we expect from our client.
She confirmed this was so different to a previous meeting she’d had with another advisor from a building society, who seemed so absorbed by the historic statements that she had brought with her that they hadn’t even questioned the purpose of her visit that day. That ‘uneasy and rushed’ experience led her to the internet to search for another adviser which is where she came across our website.
For simplification, our process is broken down in to six stages here at FMB and we encourage questions from our clients throughout to ensure that there are no unpleasant surprises; just certainty, clarity and peace of mind.
We are always grateful for feedback from our clients and to monitor client’s satisfaction with our services, we periodically send out a simple questionnaire. We are confident we do the right thing but it’s nice to be reminded that our ordinary way of working, is found to be, to some, quite extraordinary.
If you would like to know more about our services or would like a no-obligation initial meeting, please do not hesitate to get in touch.