Since the last profile in 2014, the big change has been to hire a professional business head for every department, such as compliance, finance, operations and marketing. This has deepened professionalism, improved client service and laid the foundations of growth.
‘We have brought in a full-time specialist – a business manager – to lead each department,’ says Managing Partner James Roberts. ‘It puts risk management in place and freed advisers to focus on clients – the result is growth has been fantastic.’
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