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Why referrals matter to all

13 October 2023

It is always good to receive a client referral to the team at Chapters Financial. I understand that there is a saying that there is only one thing worse than being talked about, and that's not being talked about.

We find that referrals for pension, investment and financial planning advice are helpful to all involved. The new enquirer has usually done some homework in taking guidance from someone they trust as to where to seek financial advice. They can have confidence that they are heading in the right direction when making contact.

In addition, it is also helpful for us in knowing the source of the referral to Chapters Financial for reference purposes, and of course to say thank you.

There are times when we cannot offer service and advice in the circumstances and this might be because other specialists, such as accountants and solicitors, are best placed to cover the issue at hand. We have a good network of other professionals to whom we can refer, signposting where appropriate.

Most of the enquiries we receive are focused on the work we undertake, and we are pleased to help meet the objectives of individuals and organisations alike. It's great to know that the service we offer is recommended by many clients and contacts when thinking about money planning.

We send our thanks for all the referrals we receive, and we look forward to more into the future.

Keith Churchouse FPFS
CFP Chartered FCSI
Chartered Financial Planner

Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899

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