What happened at Innes Reid in 2019

It’s been an especially busy 12 months at Innes Reid. So, as things start to wind down for the festive season, we thought it would good time to reflect on some of our achievements in 2019.

From starting to roll out our Personal Finance Portal, to taking on 7 new members of staff, read on for a quick recap on what happened and how these things are of benefit to our valued clients….

We won several Awards!

         

Innes Reid is extremely proud to have received 3 awards in 2019. These included being listed in the Top 250 UK IFAs by VouchedFor and being listed in the Top IFAs in Manchester and Cheshire by Advisory HQ for the second year running. Most recently, we have also been ‘Three Best Rated’ meaning that we are considered one of the top 3 IFAs within the local Chester area.

In addition to this, we were also an ‘Adviser firm of the year’ finalist in the 2019 Professional Adviser Awards and have succesfully maintained our Corporate Chartered status – a measure of the very highest standards of professional excellence and integrity.

The judges of the various awards praised Innes Reid for our wide range of financial services, personal client service and highly skilled team.

We made it easier for you to see your money grow

We’ve been working hard over the last 6-7 months to bring our clients an online Personal Finance Portal (PFP). If you volunteered to test the Portal or have had your review very recently, then you may have already been given access to this.

PFP allows you to view your Innes Reid portfolio at the click of a button via any smartphone or web device and is also available on the Apple App Store and on Google Play. It also provides the facility to view and amend your details, get up-to-date portfolio valuations and communicate important information securely with your Adviser.

We’ll be rolling this out to all clients throughout 2020. So, if you haven’t been introduced to PFP yet, you’ll be sent a registration email and full details following your next review.

You gave us great feedback

As part of our ongoing commitment to providing excellent service, we asked many of our clients to review us this year. We were delighted with the responses and the fact that 100% of respondents would recommend Innes Reid to others.

To read what our clients had to say about us please click here.

Our team got bigger

In 2019, we took on 7 new members of staff across various roles. These included Lauren Cooper (Administrator), Andrea Nagyova (Administrator), Dave Foulkes (Administrator), Shannon McKevitt (Junior Administrator) and Conor Stanton (Junior Administrator).

Our existing Administrator, Thomas Williams was also promoted to Paraplanner taking us to 7 Paraplanners in total. As we continue to retain and service more new clients, we recognise the importance of investing in staff development and our core functions to maintain our excellent service.

You gave us your suggestions 

This year we also conducted a Client Survey which asked questions about what is important to you about our service, how you thought we were doing and use of technology in day-to-day life.

The response was excellent and the findings were extremely insightful sparking new initiatives such as the Personal Finance Portal (PFP) and more frequent newsletters and updates in times of uncertainty.

Click here to view an infographic of the key findings.

We invested in our extended premises

Innes Reid - Office Expansion New Signs

In 2017, we purchased the adjoining building at number 67 Hoole Road. The extra space has been used to house our growing team and new commercial tenants and has allowed for additional client meeting areas.

Since then, we have continued to invest in the refurbishment of the building including new modern signage provided by the Sign World Group. We hope you like them when you next come to visit!

Local networking and giving back

In February, we hosted a networking event for some of our valued professional connections. We wanted to do something a little bit different from a traditional seminar that would involve more interaction with the group.

Therefore, we took a small group to Zip World, Penrhyn Quarry which was a huge success! We will look to do something similar in 2020.

In the last few months, we also teamed up with Gamlins Solictors to launch ‘GoForGrowth’. The project aims to help SME’s in North Wales to grow by providing them with easy access to essential business services.

Staying connected to local businesses not only helps us to attract new clients through referrals but also allows us to recommend trustworthy businesses to our clients.

These are just some of the highlights from this year and much more is going on behind the scenes. To keep up with all our latest news, don’t forget to like us on Facebook and follow us on Twitter and LinkedIn via the buttons below. 

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between regulated firms and their clients. Further details of the FOS can be found on its website:
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