Client: Helm Godfrey
Dear Mr Prospect
All for one, one for all – that’s the way we like to run our business;
now what about you?
I believe Helm Godfrey might have something to offer you. I’m assuming a) that you’re generating at least £XXX,XXX in fee and commission income per annum and b) that you possess the Advanced Diploma in Financial Planning. If that’s true in both cases, then please read on…
Does the following tick a box or two as far as you’re concerned?
If so, we should speak…
First off, we love what we do and that is to help make people wealthier and happier! Although we’re ambitious, our clients would never describe us as cold or greedy. As a business, we’re about doing rather than talking about doing – i.e., we’d rather be out meeting with our clients, than in meetings with our colleagues.
We’re keen on running a tight ship: our advisor to back office ratio for example, is 2:1. Even though our firm is flourishing – this year we’re targeting £XXX,XXX profit - we don’t take life so seriously that we never have time to actually enjoy it. And we like doing business, and working with, people who like doing business with and working with us.
Now a few more tangible reasons for reconsidering your future:
- The client base is a mix of London-based corporate clients and HNW private clients
- We’re one of the fastest growing IFAs in Britain
- Our headquarters are next door to the Bank of England - the ‘buzz’ is fantastic
- There’s no aspect of financial advice that we’re not qualified to provide
- You’d be part of a team of thirty five advisers, ten of which are female
- Market-leading ethical investment expertise
- We’re in nobody’s pocket
- Collectively, our advisers are among the most highly qualified in the UK
- We’re a founding shareholder in the IFA-owned Nucleus wrap – possibly the most transparent platform in the industry and one which is totally client-centric
Helm Godfrey is wholly owned by the working advisers, with no individual holding a large controlling share in the business. If you were to join us, we’d be encouraging you to acquire shares at the earliest possible opportunity.
So if you’d like to be in the company of people who take immense pride in the quality and appropriateness of their advice, please give me a call – my direct line is 020 XXXX XXXX.
You can be assured that our conversation will be strictly confidential and without obligation on either side.
Yours sincerely
A N Other