Our Future
Going forward, we aim to expand and grow further whilst continuing to offer the highest standards and across the board ‘good client practices’.
Recently, when the times have been very testing for the financial sector, we have excelled as being one of the best Franchises in the UK; we intend to continue to do so over the next few years when clients are likely to be at their most vulnerable and in need of good financial advice. Where other similar companies have reduced their profitability and downsized, we have expanded, grown in client base and increased our turnover even through the troubled second half of 2008.
Existing clients and potential clients will feel comfortable knowing that they are dealing with an established wealth management business which will not be another casualty to the credit crunch.
As a company we are also stepping up our marketing and information activity.
Our recently introduced mailing system now allows us to send out regular newsletters and updates, keeping our clients in the loop with the changing face of finance and products that could have an effect on their lives.
We are also planning a regular program of small, informal client events. These evenings will give our clients the chance to chat with their adviser in a relaxed, informal way as well as being a good forum for introducing friends or associates to the Welbeck Wealth Management experience. They also offer a chance for guests to network with each other.
Whilst Welbeck Wealth Management still uses the services of telemarketers to help us seek out new clients, our preferred method is, and has always been via referrals. We are keen to increase the number of people who come to us through recommendations and although we have traditionally dealt with clients predominently from
within the square mile, we are currently expanding our client base across new sectors. Welbeck continues to build and establish a good solid brand name synonymous with the concepts of honesty and unique opportunities, whilst retaining, we hope, a sense of fun for it’s advisers and client’s alike.
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