I can be choosy

When I look for clients to work with, I look for 3 things:

1. An opportunity to provide real value over the long term
2. A partner who wants to engage meaningfully, to help me, help them
3. A realistic attitude to what professional advice will cost

When you consider that all members of my staff are qualified by examination of the Chartered Insurance Institute and that CII examinations are still the highest standard accepted around the world, we would like to think our clients understand the advice they are given is founded on real knowledge, qualification and experience.

If you want to work with us, then please be open and realistic about what you want, what you expect and what you are willing to pay for that advice..

Today I am engaging with a new training partner who will enhance the “on the job” training that I and all of my colleagues receive, to keep our knowledge and skills up to date, whilst we also meet the continuing professional development requirements of the CII.

Have a great day

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