The importance of being a Strategic Partner with The Norfolk Chambers matters because… For our company, although we are now a sizeable proposition who can offer expertise within every facet of our business, people locally especially had not heard of the Ascot Lloyd brand. Having two key offices within Norfolk, many Independent Financial Advisers based within the area, who look after hundreds of client’s financial needs already, we needed to “heighten our brand awareness” and gain that all important visibility. Whilst this remains an ongoing exercise, being involved within the Norfolk Chambers and specifically being a strategic partner is really helping us gain momentum in this area. Equally the importance of educating individuals around all aspects of what we do and why its important to have the right trusted network of professional advisers on hand is something we are passionate about. The Chamber see it the same way as us and we share that role in delivering that message to local businesses. The invites that you receive to attend special events, only available to strategic partners and the assistance gained around the delivery of bespoke campaigns is certainly starting to pay dividends for us. What positives your business has seen in 2021 The positives that can be taken from 2021 and how the pandemic has played out for us as a business have been numerous, however here are a few of the key ones:- · It has really focused our efforts around technology and what is important moving forward – one such thing that has become apparent for us is that we will harness new technology to be able to better work alongside our advisers, thus complementing and improving their working rather than replace · It’s given us that all important time to think and review existing practices, enabling us to enhance existing processes etc · Although markets were affected as part of the pandemic, we have seen these recover and perform well. This was helped in the early part of the pandemic by the experience that we have by way of our adviser population, who went out to all their clients to provide that all important reassurance they needed. Clearly this has also greatly helped build deeper, more meaningful trusting relationships. What does 2022 look like for Ascot Lloyd? 2022 looks exciting in many ways for our business, however of course one thing that hasn’t ever changed is our commitment to reassuring and helping our clients, staff and our local communities, which is unwavering. Our main priority is to be there help our clients to shape their financial future allowing them to do the things they wish to do in life and Ascot Lloyd will be a constant within that. We are here for the long term, no matter what twists and turns life takes. We remain super ambitious still around our growth strategy, with acquisitions looking set to continue. We remain adaptable both to the pandemic situation and our clients needs, certainly around how clients now wish to communicate with us, in terms of virtually (through use of technology) and the traditional method of that good old “face to face” meeting.
