Our clients are the most important part of our work, the essence of the business.
Larger companies often forget this most basic fact, as anyone who has had to deal with the faceless anonymity of a call centre will confirm.
We are a small company, built on an ethic of service to our clients.
When you want to become a client of 4 Shires, we will sit down with you and discuss the following:
- Your financial goals
- How we can achieve those goals
- What your risk/reward balance is likely to be
- Your income requirements
- Any special considerations you may have
- How we can best transfer your assets under our management
We will then confirm these details in a letter of welcome, with all the details we discussed for your agreement.
Once this has been signed and received, we will proceed to manage your money in line with your instructions.
But our obligation to you, the client, does not stop there. We will keep you in touch with your investments (see news centre), and keep all lines of contact open.
We hope you will agree that our personal service is some of the best available today.
We provide all the relevant information to our clients:
- Quarterly valuations
- Quarterly statement of transactions
- Annual tax information pack
- Annual face-to-face meeting, in person or via Skype
- Regular investment commentaries
More importantly we are at the end of a phone line or an email and will respond promptly to the very best of our ability.
When a client calls with a question regarding investment, he will be able to talk to a fund manager, not a call centre.
In addition, we need to keep abreast of any changes in our clients’ financial situation, so that we can manage their money in the best way possible.