34 . Glasgow Business April 2015
Continued from page 33> > He said: “We need our clients
to be open and able to discuss what they want to achieve in life, so we start from the end and work backwards. It’s only by knowing their aims that we can give them an outline of what their future could look like. “I’ve sat on the other end of
that table on numerous occasions to select advisers and listened to what is effectively a sales pitch rather than someone listening to what I want to say. We genuinely believe in listening.”
BUILD TRUST QUICKLY
Ken Baxter, Managing Director of Connect Financial Services, believes it’s the role of the adviser to put people at ease and so create open discussions. Connect Financial Services advises clients on both personal and corporate finance, and has developed a reputation for advising companies on their pension obligations under the new Government legislation. He said: “It’s only from creating
open conversations that great value can be realised by a professional adviser for their clients.
“For example, in our
conversations with clients we are finding a lot of companies do not fully understand their new pension obligations. Some companies are simply following auto enrolment without considering all the other available options. It’s by having open and wide-ranging conversations that we can find these opportunities to help companies and give them more options.”
BE GUIDED BY THE EXPERTISE OF YOUR ADVISER
In addition to providing tax advice and planning, EDA Professional Services also specialises in US tax. Te US’s Internal Revenue Service encourages all US citizens and Green Card holders living in the UK to file US tax returns, even if they have nothing to pay. Director Erik McCall said:
“With tax affairs, it’s crucial to have the full story from our clients, particularly when dealing with the IRS. Tax is a very complex subject and oſten my clients will not know what is relevant to their particular tax situation, so it’s important we take the time to cover all aspects of their financial situation
ADVERTORIAL
TAKE THE HASSLE OUT OF HR ISSUES
Square Circle HR Ltd has developed an excellent reputation as being a high-quality, professional, hands-on, personalised outsourced HR and Employment Law support service. We have a wealth of experience in supporting organisations across all sectors and of varying sizes. Our support services range
from routine HR to complex employment issues including employment documentation, handling investigations, disciplinary meetings, grievances, appeals, redundancies, restructuring, TUPE etc. We also support organisations with business change projects, compensation and benefits, employee engagement, culture change, performance management and training and development. In summary, we can provide as much or as little support
as required delivered at your premises and in a hands-on, personalised way. Support can span the full range of HR experience from HR Director to HR Administration level and at a fraction of the cost of an internal HR team.
to ensure they are compliant with tax regulations.”
APPRECIATE THE BROADER VIEW ADVISERS CAN BRING
Another benefit of seeking advice from a professional is that you will not only get advice tailored to your specific situation but it will also be shaped by the professional adviser’s knowledge of best practice across the sector. Alison Welsh, Director of
Square Circle HR Ltd, which provides organisations with outsourced HR functions and consultancy services, said: “We provide a high-level, hands-on HR resource for organisations and to work successfully we need to build up a shared understanding with the organisation – the more we understand their objectives the more we can support them with our services. “As we have wide experience
across HR issues and across many sectors, we can provide a much broader consultancy which encompasses best practice and market knowledge.”
APPROACH ADVISERS AS STAKEHOLDERS
FIND OUT MORE
For more information, visit
www.squarecirclehr.com or contact one of our Directors, Alison Welsh, on 0141 248 7826 or email alison@
squarecirclehr.com for a no obligation confidential discussion relating to any employment or HR matter.
Craig Kennedy set up Crakken Consulting aſter 25 years’ experience within the financial services sector, successfully supporting and developing growing SMEs. He describes Crakken
Consulting as an ‘enabling’ consultancy: “One of our services is to help our clients secure the right funding from the right funder at the right time.”
Craig said that clients should
see their professional advisers as stakeholders in their companies: “I work as part of the client’s advisory team and the more I understand about the business and the journey it is on, the more I believe can add value through my advice, by giving them more options to consider or outlining challenges which may lie ahead. “Sometimes the benefits might not be immediate so it’s important that a client takes a longer-term perspective to their relationship with their professional adviser: it should be viewed as a relationship, not a transaction.”
IT’S ALL ABOUT ENGAGEMENT, FROM BOTH PARTIES
Stephen McNaughton is the founder of Origin RPM, a specialist recruitment firm, and said that clients can get the best from their adviser by simply building honest relationships with them. He advised: “Talk about and
share what your business needs are, what your vision is and what your story is. It’s the role of Origin to identify your need and propose the solutions. “We also like to spend time
actually ‘in’ the business to meet the people and fully understand the culture and operations. “As a result, clients build a
confidence and trust that the best decisions will be made and a high-quality service will be given from start to finish. We like to work with our clients, rather than for them. It’s mutually beneficial and a proven approach.”
”The more I understand about the business and the journey it is on, the more I believe I can add value through my advice”
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52