Reporting from the Helm

//Reporting from the Helm

Reporting from the Helm

We wish all our wonderful clients a year filled with great purpose and gratitude, and many opportunities to make each day an exceptional one. In the words of author Catherine Pulsifer: “Every day is important; what are you doing today … think about it – you are exchanging a day of your life for today.”

Bright beginnings!

When we set out building Chartered 14 years ago, I always found myself trying to offer every new employee a lifelong career at Chartered, and often took a resignation to heart; but, as time has passed and the business has grown, I have realised that this is not possible. Many people come through our business … we give them all we have and, hopefully, they give all they have and then they move on. John Jervis recently resigned and this was the first Planner that
Chartered has ever seen move on. We were sad to see him go, but wish him all the very best and thank him for his great work. This has opened up some new opportunities and we congratulate Christina Forman who has been learning the ropes at Chartered for the last year and has now been promoted to become a financial planner. Our associate planner, Tiffany Venter, has joined Donovan Adams’ team and Pedro Gomes is a valuable addition to Pat Blamire’s team. We are certainly privileged to have so much expertise in such a dynamic team.  We are always striving to give our clients the best experience of life and financial planning, and having qualified and quality staff is very much a part of achieving that aim.

Our Refreshments Officer, Moses Moyo, is now the proud father of another boy, Manuel
(“God is with us” in Malawian).

In addition, we remind our clients that it is the right time to review their finances, it being Retirement Annuity season.  The ideal is to top up your contribution as close to the maximum
percentage allowed, which is 15% of gross taxable income for the 2013/2014 tax year.  The deadline is the end of February and you are most welcome to contact us to assist you with advice and the calculations.

“Back and fill”

This nautical term refers to a technique of tacking when the tide is with the ship, but the wind is against it – skilled sailors know how to sail their boats at an angle to the wind.  Skilled planners know how to achieve the best results possible for their clients, especially where conditions may be ambivalent.

That the markets will remain volatile is a given.  The good news, however, especially for
consumers, is that regulation such as ‘Treating Customers Fairly’ will ensure that companies will be increasingly client-centric.  The onus is on all employees in a company to devote more time and attention to ensuring that clients receive what, we believe, and have endeavoured to do at Chartered: giving exceptional service undergirded by integrity and commitment to excellence.

Eyes forward

We look forward to every opportunity to engage with you, our clients, this year. We encourage you to visit our website and give us feedback on our newsletters and weekly titbits.

By |2017-07-11T12:21:23+00:00Jan 28, 2014|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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