W&F Issue 1 2018

www.wealthandfinance-news.com 12 Wealth & Finance International - Issue 1 2018 With offices in Devon, Cornwall and Glasgow, Manning and Company are a respected and well-established name in the UK, particularly the South West. Staff provide financial guidance to individuals and businesses alike, and are completely independent of any financial institutions. The team offer financial products from across the whole of the market, meaning clients always get fully-informed, impartial advice. Paul starts off by outlining the overall mission for the company and what steps the firm takes to achieve this, before explaining how Manning and Company differentiates itself from its competitors and ensures it gets the best business. “Here at Manning and Company, we firmly believe good financial advice should be available to everyone, not just wealthy clients, and all of our clients receive the same level of attention and respect. Throughout the company, we have 30 years’ experience and our advisers have all worked in financial services for many years. We feel that speaks volumes in the quality of advice we are providing. “Clients will only ever be concerned about two things in life; living too long or dying too soon. Our aim is to make sure that our clients never lay awake at night worrying about these things. Advice that can be clearly understood is the fulcrum to a trusted advice process.” It is this experience, along with the quality of service and advice that the firm offers which has led to Manning and Company featuring in the 2017 Finance Top 100. Paul explains what it means to the firm to be featured in these awards and comments on the expertise and quality of the company’s staff. “Regarding how it feels to feature in this magazine, we are delighted to in the top 100 alongside likeminded professionals. Together we ensure that people are getting the best help possible with their finances. “An accolade such as this is a fantastic talking point for our advisers, not only to our clients but also our contacts in other sectors. We know that our advisers are among the best in the business and this award proves that.” Working within the fast-paced financial industry, it is vital that the company remains on the cutting edge of new developments, as the market is constantly changing and firms are having to adapt the services and advice that they provide. Paul refers to how the team ensure that they are always in the best possible position to meet and exceed client expectations, whilst adapting to the relevant trends at the time. “Continuously learning, our advisers are constantly taking new qualifications to keep on top of current regulation and legislation. Recently Lisa Julian, Kate Gannon and Peter Harrison passed their exams to become Pension Transfer Specialists. Passing the CII AF7 makes them experts in the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions, and develops their skills across a range of client circumstances and scenarios. “Furthermore, there has been a change in financial services recently which means we are no longer talking to our clients about specific products. Yes, these are the tools in the box, but much more than this, we are looking to provide solutions so that dreams can be achieved by managing our clients’ financial situation.” A thriving work environment means the company is more likely to be successful both in the present and the future. Commenting on the internal culture within the company, Paul must ensure the right steps are taken to cultivate an environment in which all staff are working together. “As we expand and more advisers join us, we work hard to ensure that all of our advisers are using the same approach. One size does not fit all and we For almost 30 years Manning and Company has been giving clients trustworthy, proven and personal financial advice. Paul Northmore describes more about the firm and the services that it offers, telling us about the firm’s ongoing success. Independent Financial Advisers 1801WF17 “...there is a lot to look forward to for Manning and Company, and Paul signs off by mentioning some projects which the firm are likely to undertake, as well as predicting what developments and advances will arise within the firm.” need to sustain that we provide financial advice for all, regardless of the circumstances.” Moving forward, there is a lot to look forward to for Manning and Company, and Paul signs off by mentioning some projects which the firm are likely to undertake, as well as predicting what developments and advances will arise within the firm. “Ultimately, we are constantly innovating and always embrace positive changes in our profession. We believe that technology will play an ever increasing part in helping clients arrive at the right solutions, and are looking at enhancing software across all of our business to improve economy of scale and to help clients in the planning process. Lastly, we believe that there will continue to be pressure to bring product charges down which can only result in better client outcomes moving forward.”