How to unlock the potential within your practice

Time and again we have found that implementing our strategies have helped firms successfully cover their obligations and benefit clients where previously they have been ineffective.

We encourage all firms of any size, who would like to develop links with an Independent Financial Advice firm, to contact us.

We will discuss with you the ways in which your practice would most benefit from working with us. 

If it is agreed that we would like to explore working together, we would proceed as follows;

1.  Carry out a practice analysis

2.  Prepare a plan to effectively work together and if mutually agreed we would then:

3.  Appoint dedicated adviser(s) to work with your firm

4.  Carry out a Financial services launch

5.  Provide departmental training sessions

6.  Set up regular reviews with practice staff and partners of current client matters

7. Work with you to develop targeted marketing campaigns

8.  Provide regular monitoring, reporting, and reviewing of progress

Testimonial

6th June 2009

"Re: Ashwood Law and East Midlands Wealth Management

In my dealings with Ashwood Law and the subsequent joint venture company EMWM I have always found the personnel at Ashwood Law to be helpful friendly and efficient.

One of the things that Wilson Browne pride is our client relationships and we would not jeopardise those by using anyone who we weren’t able to fully recommend.

The added value of being able recommend, without thinking, the Ashwood Law people to our clients I believe has helped cement the relationship between our clients and Wilson Browne. This ability for us to immediately recommend someone in whom we have the up most trust is crucial.

I look forward to the joint Seminars due over the next few months and hope that they will be as successful as those that we have done together in the past.

Yours sincerely

Barry R Matthews LI.B
Partner
Wilson Browne"
Wilson Browne Solicitors,

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