A busy month for our Wealth Management team

Throughout the month the Wealth Management department have been delving into key topics concerning the industry. Here, they offer a round up of the month’s activities, along with an overview of what projects their Associates have been busy working on.

Wealth-Management-MonthThis last month the Wealth Management department has been an extremely busy bunch (not that this isn’t usually the case!) But as you may have noticed, the team has been delving into the hottest topics and most pressing issues currently facing the sector. We have shed light on everything from Self-Invested Personal Pensions to Post-RDR Requirements and Structured Products.

Since its launch in mid-2012, the Wealth Management practice has built a unique and broad offering, allowing for healthy growth in the number of both clients and associates we have been working with.

Other than ensuring that they weren’t getting into any mischief, we wanted to catch up with some of our Grovelands associates to see how they were getting on; taking a closer look at the projects they have been instrumental in bringing to fruition.

Mark Palmer, currently on a Mortgage Past Business Review project in Birmingham, says of his time on the contract:

“I started with Grovelands in December for a 6-week project. I have since moved between different work streams with the same client and have really enjoyed my time with them. Currently I am involved in Mortgage Review, looking at historic advice and ensuring the product suitability. The work is interesting and the targets are reasonable; the project is due to be extended again soon and I am looking forward to continuing my work here.”

Philip Dillworth, currently on a complaint handling project with a major UK bank, says:

“I am currently engaged on a project in central London dealing with historic pension complaints. There is a great working environment here and Grovelands are a great company to work with. The guys on the team always keep in regular contact and particularly worthy of note is the fact they come and visit us on site regularly to meet us and deal with any problems we might have.”

Alan McLaughlin, currently on a Pension Review project in Scotland, says:

“The project is a government funded scheme which has been set up to make payments to policyholders who have been affected by regulatory maladministration. I have been recruited as a pension scheme expert tasked with providing technical advice, feedback and training where necessary regarding pension, compliance and calculation queries.”

This is just a snapshot of the fantastic work many of our associates are currently involved in and highlights the variety of experience required on our projects.

The Wealth Management team is looking forward to a strong remainder of the year and welcomes your continuous involvement in the debate surrounding our sector and its challenges.

Register for Updates

Register to receive news updates straight to your inbox.
  • We will only send you marketing information using the details you have provided to deliver, develop and promote our products and services if you give us consent to do so. Please use the options below to indicate if you consent to us using your information for this purpose. For further information please read our privacy notice.
  • This field is for validation purposes and should be left unchanged.

Newsletter

Sign up to our newsletter
  • We will only send you marketing information using the details you have provided to deliver, develop and promote our products and services if you give us consent to do so. Please use the options below to indicate if you consent to us using your information for this purpose. For further information please read our privacy notice.
  • This field is for validation purposes and should be left unchanged.

Technology Form

  • We will only send you marketing information using the details you have provided to deliver, develop and promote our products and services if you give us consent to do so. Please use the options below to indicate if you consent to us using your information for this purpose. For further information please read our privacy notice.

Get in touch with us

We're ready to show you the future of consulting. Just fill out the form below!
  • We will only send you marketing information using the details you have provided to deliver, develop and promote our products and services if you give us consent to do so. Please use the options below to indicate if you consent to us using your information for this purpose. For further information please read our privacy notice.

PPI Case Handler Profile

Complete your details below to receive our PPI Case Handler profile.
  • We will only send you marketing information using the details you have provided to deliver, develop and promote our products and services if you give us consent to do so. Please use the options below to indicate if you consent to us using your information for this purpose. For further information please read our privacy notice.
  • This field is for validation purposes and should be left unchanged.

Subject Access Request

    We require basic personal details to locate you on our records.

Request to Delete your Personal Data

    We require basic personal details to locate you on our records so we can delete your information.

Request to Withdraw Opt-In

    We require basic personal details to locate you on our records.