Caring for clients finds new expression at Chartered

//Caring for clients finds new expression at Chartered

Caring for clients finds new expression at Chartered

Three people standing infront of company logo - two males and 1 femaleI recently attended my 30-year high school reunion – what a bittersweet occasion.

I enjoyed reconnecting with former friends, reliving some fond memories and valiantly joking about those I would rather forget.  What I did note is that time stands still for no-one, and the passing of time is evident in our hairlines (mine silvering, others gone!) and faces.

What has not disappeared is the very real sense of camaraderie that humans somehow create and sustain when they care about each other.

It put me in mind of the changes that are happening at Chartered Wealth Solutions … and the carefully considered rationale behind them.  As always, our relationship with our clients is at the centre of them.

Here is a brief summary of developments that you, our clients, will be seeing:

New reporting

If you have been a recipient of the weekly Interest statement from us, you can expect to see a new and improved version, entitled Navigating the Tides, from 1 July.  Our goal with this updated format is to ensure that you are informed regarding weekly market highlights, especially as they influence your investments.

“This new format is much more reader-friendly.”

For those who have previously unsubscribed from this communique (possibly because the method of reporting was too convoluted), we have resubscribed you in the belief that you will find this new format much more reader-friendly.  Should you not wish to receive this communique, you are welcome to unsubscribe by clicking on the ‘Unsubscribe’ button.

In addition, we are developing a consolidated reporting statement on your investments – with the same rationale: to make potentially complex information much more accessible; this will comprise quarterly statements.  You will be updated about this in time, but, you may chat with your Retiremeant™ Specialist in the interim, should you have any queries.

In-house suite of services

Many of our clients have engaged the services of our legal team over the years, in meeting their Wills and Trusts needs, and in resolving any Estate issues.  Our Legacy and Trust team has grown and continues to give our clients excellent service.

In the latter half of last year, we welcomed Charmaine Prout and her team as Chartered Tax.  As those clients who have worked with them can attest, they certainly go the extra mile … but you can read about them yourselves in the interview with Charmaine in this newsletter.

I have mentioned Chartered Invest in a former communique, and will continue to keep you updated on this part of our offering in the course of the year.

Finally …

In keeping with our mandate to help clients retire successfully, this issue of The Beacon includes a client story of Alex Isaakides, who, recently retired, has found meaning in a whole new area of interest.  You can also read about our most recent client functions around the country.

Warm regards

John

By |2018-07-30T12:01:53+00:00Jul 30, 2018|Reporting from the Helm|0 Comments

About the Author:

John is currently Chief Executive Officer at Chartered Wealth Solutions, where his main responsibilities are overseeing the day-to-day running of the business, financial planning and strategy implementation.

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