PR Pays off for top end Mayfair firm (Press Release 08-09-08)
Asquith & Partners a top end financial planning firm based in Mayfair have taken the lead in promoting Financial Planning Week in London from the 8th – 14th September.
Richard Bertin, Managing Partner, has taken to heart the lessons learned from his consulting work with Brett Davidson of FP Advance and created a real buzz around his business. The seminar to be held on the 11th September at AIFAs offices in the City has attracted a sell out crowd of potential high net worth clients as well as generating plenty of coverage within the media.
Richard said “Asquith & Partners is a business aimed at delivering a high touch service to only the best quality clients. Our competitors are more likely to be private banks than other advisers and we win clients with our comprehensive strategic advice and accounting background.”
Brett Davidson, Chief Executive of FP Advance said “It is great to see a superb business like this take the initiative and start shouting a little louder about what it can offer the right type of client. There are many other advice businesses that could take a leaf out of Richard’s book. In fact for financial planning firms that are of good quality the biggest hurdle to success is finding enough good clients to really make it pay.”
The seminar entitled ‘When Being Prepared Matters Most’ is sold out and it’s no surprise as to why. The subject matter is perfectly targeted at the issues facing high net worth clients in the current economic environment with three top speakers focussing on financial planning strategies for the wealthy, protecting wealth tax effectively, and career planning.
Davidson added, “It is great to see a leading FP Advance Forum member doing more on the marketing front. Our next Forum conference on October 30th is focussed on exactly this issue; how to market your business harder to establish a steady flow of suitable leads. Looks like Asquith & Partners can become a case study for us on the day.”
Event Details
When Being Prepared Matters Most
Thursday 11th September 2008
15:00 for a 15:30 start
Location
AIFA
Austin Friars House
2-6 Austin Friars
London EC2N 2HD
Contact Details
Dominika Sieradzka
Dsieradzka@Asquith.co.uk
Ph: 020 7317 0980
ENDS
For further information, please contact:
Richard Bertin, Managing Partner, Asquith & Partners LLP
020 7317 0980
Rbertin@asquith.co.uk
Brett Davidson, Chief Executive, FP Advance
07917 152 124
enquiries@fpadvance.com
NOTES TO EDITORS
About FP Advance
FP Advance provides a range of services to corporate clients to allow them to increase the productivity and professionalism of their mid to high level distribution including speaking services, training and consultancy.
FP Advance also work directly with advisers to help them build better businesses by moving from a dependence on up-front commissions to a more renewal based income stream. To date they have helped over 200 UK IFA firms on the transition planning journey.
About Brett Davidson
Brett Davidson is Chief Executive of FP Advance, a specialist business consultancy and ‘leaders in transition planning’.
Brett’s UK experience is vast and varied and includes the following highlights:
- Designing the Institute of Financial Planning Transition Workshops
- Presenting at PIMS 2006, 2007 & 2008 (being rated the top workshop presenter of the conference)
- At the New Model Adviser awards in 2006 over 40% of nominees had been involved with FP Advance and in 2007 two of the winners were FP Advance clients
- In 2006 and again in 2007 Professional Adviser magazine rated Brett one of the Top 50 Most Influential IFAs in Britain
Brett has worked closely with the Institute of Financial Planning (IFP) helping its member firms and has been in great demand as a presenter and consultant in the UK & Europe. As an Australian Certified Financial Planner Brett was instrumental in developing service strategies to meet the needs of high net worth clients.
Brett holds a Bachelor of Arts from the University of New South Wales and a Diploma of Financial Planning from Deakin University. He was an Australian CFP.
NOTES TO EDITORS
About Asquith & Partners LLP
Asquith & Partners is a fee based Family Wealth Management Practice that combines the rigorous, analytical approach of the experienced accountant and the broad outlook of the trusted private banker. We use rigorous, audit-based tools and risk analysis to quantify and measure our clients’ financial position; but for us, analytical skills are not enough. We also like to get to know our clients personally and understand their circumstances in depth, because we believe that good advice grows out of long-term relationships.
Asquith & Partners was set up in 2005 by Richard Bertin, qualified Chartered Accountant and Nick Bedford, an experienced Investment Banker as they believed that there was a gap in the market.
"We provide a new type of service - one you really can't find elsewhere," says Richard Bertin, Managing Partner of Asquith & Partners. "The concept grew out of my experience as an accountant and a financial consultant. I want Asquith & Partners to build a reputation for advice that's truly objective, based on a rigorous analysis of the client's situation. That's the accountant in me. But I also know from my years as a consultant that clients value the insights that grow out of personal relationships - the sort of counsel that, in the past, a trusted banker would have provided. So we aim to build long-term, personal relationships right from the start. The third element of our service is a network of trusted professional advisers that we can call on to support our clients right across the board."
Asquith & Partners works with high net worth private clients, mainly professional people; executives and entrepreneurs. We currently look after approximately 50 clients and an excess of £50million under advice.
About Richard Bertin
Richard Bertin is the Managing Partner of Asquith & Partners.
Richard has the professional qualifications, breadth of experience and wide circle of contacts needed to provide effective counsel to private individuals. He qualified as a chartered accountant in 1989 and has worked as a consultant financial adviser since 1990. On top of his accountancy qualifications he also holds a title of a Certified Financial Planner. Richard set up independent financial advisers Asquith Financial in 1995 and has been involved in many other business success-stories both as an advisor and a non-executive director.
Richard is an energetic networker. He was a founder director of Professional Access Group, a forum established to develop relationships between The National Solicitors Network and other lawyers, accountants and independent financial advisers nationwide. Alongside fellow local businessmen such as Sir Terence Conran, he also co-founded The Shad Thames Luncheon Club, which fostered business relationships in the area in which Asquith Financial was established.
He remains personally involved in the consultancy process for all clients: "Financial consultancy clients want to know that they will benefit from the experience of the senior people within the practice," Richard says.
