Recognising the new era of depolarisation as a significant opportunity, Grant Thornton is committed to the highest levels of service. The partnership with 1st follows the successful implementation of a new Certified Financial Planner (CFP) training programme which has developed and attracted more CFPs than any other advisory firm in the UK.
Ian Johnson, head of Private Client Services at Grant Thornton, explains: “The implementation of the Adviser Office platform, the market-leading CRM system from 1st, has already enabled us to significantly improve the management of our client information. It will ensure we can better anticipate and meet the needs of our demanding high net worth clients. The platform’s front office tools allow us to create an advisory process with the sophisticated look and feel expected of an innovative, top quality, holistic financial planning practice."
"At Grant Thornton, we always endeavour to use the most effective technology to improve further our high standards of client service. We have implemented 1st's Adviser Office system to enhance our provision of holistic financial advice to clients. It will also mean we can draw more efficiently on the expertise of our advisers across the firm."
Rory Curran, executive chairman of 1st, explains:
"We are delighted to be working with Grant Thornton, a firm committed to the highest of professional standards. Their commitment to the CFP standard is an excellent endorsement of the work being done by the Institute of Financial Planning and we are very pleased to be working alongside both organisations as they promote the benefits of New Model Advice."
Johnson concluded, "As a fee-based adviser, we recognise that the quality of our training is crucial to ensuring we add value to our clients. With the CFP qualification defining the industry standard, we are encouraging all our advisers to attain this level. Coupled with the power of our new IT platform, our investment in technical training means that clients will have improved access to technical expertise across a diverse range of disciplines, including financial planning, tax and business advisory services."
