I Client Charter – what you can expect
01: Crystal Clear Communication
- Simple, clear, honest advice in the language you understand.
- A proposal that tells you the service we provide, what it costs, and when we plan to deliver.
- A response to any communication from you within 24 hours (usually less).
02: Hands-On Approach
- A collaborative team approach, led by a Partner.
- We’ll be front and centre throughout, allowing you to continue running your business.
03: People First
- Weekly face-to-face updates with the team (in-person or on-screen).
- Respect for each other and those we work with.
04: Long-Game Collaboration
- Creative and practical problem-solving to ensure the best possible outcome.
- We’re with you all the way, even if progress is slow.
| We do things differently
We are not your typical broker. In fact, we work hard not to be.
Here’s how we are different:
01: High-calibre and experienced team – Our focused team of experts have worked in corporate finance for many years and provides a breadth of related experience across a diverse range of sectors. The team bring an entrepreneurial spirit and an incredibly strong work ethic.
02: Accountancy support on hand – We are part of The MGroup Accountancy Practice, which means our clients benefit from seamless access to tax, planning and audit support.
03: Creative problem-solving – Rather than rely on a one-size-fits-all approach, we are committed to applying a diverse range of creative solutions. This flexibility allows us to explore various challenges and alternatives, making us more adaptable and effective in achieving a successful outcome.
04: Professional contacts – We have established close partnerships with trusted professional services firms you will need on your team throughout the deal. These include legal and personal wealth specialists who we can call on at any point to provide bespoke advice.
TESTIMONIALS
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