Professional Financial Planning Expertise
Respecting Existing Client Relationships
Delivering an Enhanced Service
Elevation Wealth Management specialise in working with other Professional Advisers. We believe passionately that a client working within an integrated professional advice structure will receive a better experience and outcome over one that is fragmented.
At Elevation, we have found that financial services sit very well within both the accountancy and solicitor marketplace but in our opinion, in order for this to work most effectively, there are a strict set of practices that need to be adhered to.
TRUST. TRANSPARANCY. RESPECT.
WHY USE ELEVATION?
Elevation Wealth Management has been working with different Accountancy and Solicitor firms for many years. We currently have many firms that make use of our services for their clients and this number is growing as we continue to grow our business. We know what works and how best to do it.
TRUST: You being comfortable that Elevation can deliver the technical expertise and know-how that will enable your client.
TRANSPARENCY: Ensuring everyone is always in the loop so that you don’t feel distant from your client affairs at any time.
RESPECT: Your relationship with your client is vital. By offering a personalised service we look at ways in which we can work with you to enhance and support your existing relationship.
These may seem basic and obvious but we make the following promises to our professional connections.
You will be allocated with a dedicated account manager, and access to the Communications Hub. This hub will form an audit trail for both the Introducer and Elevation Wealth Management to control, monitor and respond to clients. It will also be used to start the process for the introducer to pass over client’s needs. Clients and Introducers will also be able to communicate requirements, issues or additional information.
Our aim is actually to do this within 24 hours. However, due to unforeseen circumstances this target could, in rare but certain situations, be unrealistic. We need to manage expectations and so far, this timescale has not been missed.
It is vitally important for communication to be at it’s very best when dealing with an introducers’ client. We work extremely closely with our introducers and continually discuss proposed plans for their client. We use our Introducer Client Tracker which updates the clients process . We then send this to our introducers on a weekly basis.
It is unrealistic to say that there will never be a problem. That’s just life. We are sometimes let down by third parties or forces outside of our control. However, it is how these issues are dealt with that makes the difference. As such, there will be a dedicated person who will commit to solving these issues as soon as they arise.
On top of all this, we offer a suite of support structures that will not only help the introducer but will also enhance their client relationship. These include but are not restricted to:
– One to one discussions
– A technical help line
– Email campaigns
– News bulletins
– Product Brochures
– Marketing material
– Staff training
We also have all of the above, on different topics, available to all our introducers to access for additional future use.
ADDITIONAL TOOLS IN THE KITBAG
Not only do we offer all of the above services to our introducers, but we have a list of third party suppliers that we have used and continue to use with our clients. These are mainly in the corporate sector and with whom we have agreements in place.
As an introducer to Elevation, you will not only get a top class service of technical financial experts but will also be able to offer your clients a host of other ‘business enablers’ which will only act to enhance your offering. It means you are more likely to maintain a happy client over a longer period of time.
“I just wanted to email and say thank you for the way in which you conducted my recent pension transaction. The whole process was handled in a professional but friendly manner. Also the speed from initial instruction to completion was exceptional. A well done from me to all the Elevation Team.”Martin S, Private Client
“We have known our Adviser for around 20 years, during which time we have been very pleased and grateful for his sound advice and guidance regarding our financial affairs. We would have no hesitation in recommending him.”Natalie & Stephen H, Private Clients
“Elevation were referred to us when we were looking at our options. I wanted an IFA firm that would provide a personal service and add real value to providing financial advice for my staff. We have been very pleased with the service provided , which is evolving as a partnership rather than a standard supplier relationship.”Geoff C, Managing Director
Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.
All calls to and from our landlines are recorded to meet regulatory requirements.