Professional Introducers
Experience
Since being established, AWD Chase de Vere has been committed to building and nurturing lasting relationships with professional services firms. Our experience in this field has led us to establish what we believe is a market leading professional services proposition, one that today benefits a growing number and variety of firms within formally regulated and non-regulated professions.
Safeguarding your professional reputation
We understand the fundamental requirement to introduce clients to a service and service provider that conforms to the same high professional standards set by the firm. This is a responsibility that AWD Chase de Vere does not take lightly and we regard a firm's professional reputation as precious as our own. For us, accountability, quality, consistency and transparency are the cornerstones of a successful relationship.
Services to suit your firm
At AWD Chase de Vere, we believe in a methodical approach, not in standard solutions. As with our clients, we understand that no two professional services firms are the same. To this end, we are able to tailor our relationship services to meet the needs of the firm and its clients. There are numerous relationship variables that can be adjusted to meet specific requirements, including the scope of the services provided, how these are distributed and communicated within and outside the firm, how performance is measured - all designed around a core of high quality independent financial advice and delivered with procedural rigour.
Quality management
Named individuals in each firm are made responsible for the relationship. Regular meetings are held during the year to review and enhance the relationship by examining progress and identifying any need for improvements. Contacts are also specified for each specialisation so that work may be distributed as appropriate.
Work distribution
Administration protocols are established from the outset to determine the best means of working together for both firms.
Training
It is valuable for each party in the relationship to have the greatest possible understanding of the work undertaken by the other. To this end we can arrange training sessions on technical or topical subjects.
Communication
Exchange of knowledge, not only between our firms, but also to the benefit of clients may also be supported from our well-established communications platform, which includes newsletters, email updates, seminars and workshops - all services designed to keep our associates and their clients abreast of current thinking.
Business enhancement
We would take the time to look with you at business development opportunities and client service initiatives.
Commercial arrangements
A relationship with AWD Chase de Vere can lead to the creation of a valuable new income stream and we would welcome the opportunity to discuss the range of options with you and to look at what is most suitable to your firm.
Contact Us
To ascertain if we can work profitably together, we would welcome the opportunity of discussing the way in which you can offer independent financial advice to your clients. Simply contact us on 0845 795 9112.
About Us