New office + new PA = better service for you

7th April 2016

Equity release is becoming more and more popular, and my business in Hampshire is growing so fast, so I have taken on a new office and some administrative help to allow me to maintain my focus on delivering the best possible service and advice for my customers.

More and more people are considering equity release as a way to fund their lifestyle in retirement. The plans available have become more flexible and so it has become an even more attractive proposition. I have gained many referrals from satisfied clients; and my new website has produced an increase in business too. ​

Several prominent IFAs, mortgage brokers, accountants and solicitors have recommended my services and now consider me to be the Specialist Equity Release Adviser in the Hampshire area.

I have now come to the point that, because my work has increased so much, I have taken the next step to support this growth. The new office and PA will enable my business to expand, whilst still maintaining the excellent service levels, which my clients tell me they enjoy, and of which I am very proud.​

What will the office and PA enable you to do?

The office is in a prominent part of Park Gate, next to the new Sainsbury’s. I will have signage on the building advertising my business.​ This will obviously raise my profile in the area. ​In addition, the office will give clients the option of coming to me for a quiet and confidential meeting, and it will enable IFAs and mortgage brokers to visit me in more professional surroundings.

My PA will take on a lot of the paperwork that I do at present and help reduce my desk-bound workload. She will be tasked with implementing systems and procedures that will make my business operations more efficient. She will deal with enquiries on my behalf, maintain my diary, arrange appointments and sort travel plans.

What does it mean for your customers?

With so much more of my time freed up for client contact, I will be able to deliver a professional service from start to finish. I will also be able, with the help of my PA, to develop a more fully rounded after sales service. My clients tell me that I provide a great customer experience already, but I know that these enhancements will take my service to a whole new level.

If you have any questions or would like more information on any equity release related point, please don’t hesitate to call me on 01489 45 45 45 or contact me using the buttons below.

Why not get in touch and see how we can help?

Equity release is the answer to so many financial questions. If you would like to know more about it, and see if it could be the right move for you, please book an appointment or request a call-back

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Pure Retirement