AI Issue 6 2018

50 Acquisition International - Issue 6 2018 Group Rapport specialise in the provision of financial advice. Unlike other advisers, the firm’s businesses and services are tailored to specific needs and circumstances. Recently, we profiled the firm following their recent win in Acquisition Intl.’s 2018 Global Excellence Awards where they received the accolade Financial Advisory Services Rising Star Award 2018 – Surrey, as well as speaking to Rachel Lane, who provided us with an insight into the exceptional services Group Rapport delivers to their clients. roup Rapport specialise in the provision of financial advice. Unlike other advisers, the firm’s businesses and services are tailored to specific needs and circumstances: specialist colleagues focus on business-related advice, whereas others work with high net worth private clients. As such, the team can provide expert and qualified guidance on a wide and diverse range of financial subjects and issues including - but not limited to - investment, company and personal taxation, estate planning, wealth management and protection, employee benefits and corporate accounting. Rachel starts off the discussion by explaining the firm’s overall mission, as well as what differentiates Group Rapport from their competitors. “Although we’re good listeners, we always ask questions. We test assumptions. Not only do we look at the big picture, we also take account of the small but relevant details. Once we have all the salient facts and a complete understanding of your priorities, aims and plans, only then will we consider offering advice or making recommendations “Here at Group Rapport, our ethos is that we want our staff to carry out the roles that they are best suited for and concentrate on bringing excellence to every customer interaction. We invest in our administration staff to ensure that clients have a well-rounded experience, as we ensure that our advisers spend less time doing paperwork and more with their clients. This provides a better experience for our clients, as well as giving our advisers time to study and explore new products coming to the market. Financial Services is not an industry you can stand still in if you want to do the best for your clients.” When working within such a fast-paced market, Rachel informs us of the techniques the firm employs to stay ahead of emerging developments. Contact: Rachel Lane Company: Group Rapport Telephone: 01932832210 Web Address: www.grouprapport.com Bringing Excellence to Every Customer Interaction G 1804AI52 “The team here at Group Rapport works on a collaborative model, which is unusual in today’s market. Everyone is encouraged to keep an open mind and continue discussions with new providers, whilst also applying an analytical approach that allows us to filter out new fads and poorly considered launches.” “Rather than concentrating purely on our own clients, we work as a team with all advisers working with all clients when appropriate which allows us to share expertise and enable our clients to access experts in the field they need.” Whilst on the subject of team, it is no secret that behind every successful company is a dedicated group of individuals who all work together to achieve the goals of the firm. For Group Rapport, Rachel is keen to reveal how the firm have been able to cultivate such a pro-active working environment. “At Group Rapport, we reward our staff well and encourage them to study to further their own careers. This allows us to grow and find new talent in an industry that is struggling to bring through sufficient numbers of the calibre we require.” Looking ahead to what the future holds, Rachel highlights how the team at Group Rapport have ensured that each member have the ability to step forward when needed. Moving forward, we’ve given a lot of thought to the firm’s future as it’s key to our advice process that the client be able to continue working with us throughout their different life stages. In addition to this, we have a range of advisers who are at different stages of their career to ensure that we have people to step forward when some of our mature colleagues are looking to take things a little easier.”