Based in Worthing, Sussex and part of the Argyll Insurance Group, Argyll Financial Services moved away from their outdated and unsustainable transactional based model in 2003 and began to adopt a client service proposition that focused on financial planning solutions.

"Argyll chooses Adviser Office ‘complete package’ to support a service based proposition"

Ashcourt Financial Planning offers a full financial planning advisory service to the private and corporate community. The firm is committed to ensuring that it operates fully within the guidelines of Treating Customers Fairly (TCF) and, with six offices spread across the North and South of England and an ongoing acquisition programme, it is imperative that rigorous processes are established to achieve this. The firm also makes the following promise to clients:

Ashcourt will act with honesty and integrity, and will deal with customers in an open and
transparent manner. We will act reasonably towards customers by considering their concerns impartially and will honour expectations where these have been created by us.

“The way ahead for TCF clear following the ‘Acid Test’”

In order to stay ahead of the competition and be a serious contender for future success within the industry, it is vital to look at the automation of many of your manual, time-consuming processes.

e-Valuations is one of the e-Services modules from 1st, a suite of tools including
e-Commissions and e-Suitability, designed to help you offer a faster, more efficient and professional service to your clients.

“Significant time savings generated by e-Valuations”

Campbell Dallas Financial Services Ltd forms part of one of the largest independent firms of Chartered Accountants in Scotland and is committed to using its specialist knowledge to provide a high calibre of advice to both individual and corporate clients. Formed in March 1999, the firm now employs 33 staff, based in five offices.

The advice team comprises 11 RIs, each of whom is specialist in a dedicated area of advice which ensures expert advice is provided to clients at all times.

“Campbell Dallas utilises the full spectrum of e-Business services to maximise time-saving and increase accuracy”

Dewhurst Torevell offers specialist advice and high quality ongoing service to clients throughout the UK. Established in 1997, Dewhurst Torevell consists of an advisory team boasting more than 100 years of combined experience in the industry.

Dewhurst Torevell is wholly owned by its directors and senior staff and is directly
authorised. It is committed to providing clients with the highest quality independent financial planning advice, offering clients a choice of fee or commission-based payment options. The company provides specialist investment and wealth management advice from its base in Manchester.

“Dewhurst Torevell saves three days per month with automated commissions reconciliation”

Based in Maidenhead and directly regulated since 1998, Lewis Chambers are a forward-thinking IFA firm whose philosophy is to develop and maintain long-term relationships with clients in order to maximise all of their financial opportunities.

This philosophy is maintained through a commitment to independence, providing good
value solutions and continuity of service from experienced financial advisers.

“Lewis Chambers make decision to put Adviser Office at the core of their business to create consistent processes”

Xentum Limited is an independent firm of financial advisers providing investment, protection and tax planning to a range of high net worth clients. The company focuses solely on their niche area of specialist advice and most business comes exclusively from referrals.

The Cheshire based firm currently has three full time staff as well as outsourcing areas such as IT and compliance to support staff. With a strong commitment to high value service, Dominic Baldwin, Director of Xentum, believes an adviser should limit the number of clients they look after to ensure outstanding and bespoke advice at all times.

“Adviser Office on-going training and support gives Xentum the complete solution”