Case study - working with Albion: Chamberlyns
Chamberlyns is a ‘boutique-style’, Chartered and Accredited Financial Planning firm, with offices on the Beds/Herts border, in Leicestershire and Kent. We speak with Michael Smith, CEO of Chamberlyns.
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Case study - working with Albion: Claritas Wealth Management
Claritas Wealth Management are based in Stockport, Cheshire and provide highly personalised financial planning advice for around 160 households. Claritas have two advisers, five support staff and are growing steadily over time. Claritas look to provide a cosy but professional client experience. Their mission is for their clients to look back with no regrets and feel that they have given their life a really good go! We speak with Tim Walsham, founder and Managing Director at Claritas.
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Case study - Product Screening and Due Diligence: boosst financial
boosst are a family-owned firm of independent financial planners. We work closely with multi-generational families and ‘enterprise clients’ - for whom we offer workplace benefits and 1-1 financial planning sessions for their employees. Our client niche is ‘lovely people’. Our line of work is far too personal for any other approach, so we focus our energy on lovely families who value our work.
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