Continued growth in customer numbers has seen North East-based wealth manager CDC expand its team with the recruitment of Teesside-based adviser, Neil Briggs.
Offering tailor-made financial solutions, CDC carries the coveted Chartered status, making it one of the leading firms in the UK.
“CDC is committed to providing industry-leading financial solutions across the UK, and the addition of Neil to the team is integral to this,” says Dr Andrew Mann, director of strategy at CDC.
He explains: “Our aim of providing top-quality solutions is supported by our advisers delivering impeccable service. We are able to do this by limiting the ratio of customers to adviser. This threshold is one of the lowest in the industry, meaning our customers enjoy more one-to-one attention.”
This is an issue often overlooked within the financial sector. Dr Mann points to evidence which suggests customers appointing a professional for financial planning typically do so because having a named and easily-accessible adviser is high on their list of priorities.
He says: “Whilst many financial firms are undoubtedly competent to provide advice, this is of little consolation if an adviser has so many relationships to juggle that customer service falters.”
With more than 20 years’ experience in the financial services industry, Neil had a number of career options, but he explains why he chose CDC: “I previously worked at Lloyds, which has a long heritage of providing financial advice, but the sheer scale of the organisation became a frustration and meant responding to the fast-paced nature of change within the sector became difficult.
“Moreover, the number of customers I had to look after meant I could see each one less often. CDC on the other hand has a unique structure which enables me to offer a service my customers will be delighted with, at a price which is extremely competitive.”