After 15 great years with Sesame, we left to become part of the Intrinsic Group. We look forward to maintaining our award winning ways with another of the UK’s leading distributors of financial services.
April 2013 sees the launch of our new website and Riskograph! We believe the site offers so much more than the usual (boring?) financial adviser brochure sites and will, in the fullness of time become our next award winner! We hope you like it!!
At this year’s Symposium our colleague Alun Davies is recognised by Sesame as the Best Adviser in the UK! A fantastic personal achievement for Alun and reflective of our continued commitment to financial planning that keeps the customer at the centre of everything we do.
The RDR – a 5 year review of the way financial services are distributed in the UK (Retail Distribution Review). Changes include a ban on commission for investment advice & higher qualifications for advisers. For the past 13 years we have pushed for such improvements and believe the RDR helps the industry take a long overdue and for some - quantum leap towards true professional status.
Another very swanky dinner at the London Hilton, Park Lane as we are shortlisted for the 2012 Professional Adviser Awards – Best Small Adviser Firm and Industry Charity Champion. We didn’t win but were in the company of other very good, high quality firms.
Recognition as the Best Overall Firm in the UK! The Sesame Symposium (a posh word for meeting, or conference . . or in Greek a ‘drinking party’!?!) is the annual blue ribbon event for Sesame. The award, presented by Olympic legend Michael Johnson, recognised our continued commitment to a policy of Treating Customers Fairly with systems & controls that embrace regulation as just good practice (we had a few drinks to celebrate!)
The Financial Adviser School (FAS) accepts its first cohort of students. 3 years spent working with SBG in the design & creation of FAS ensures there is now a fully integrated route for bright, talented people to become the next generation of modern professional advisers. The School reflects our passion & commitment to support new people to join the industry and proves that dreams really can come true!
Our 10th anniversary and we are recognised as the Top IFA Firm in the North West. Stephen Young, CEO at Sesame Bankhall said, “The past year has been another challenging one for our industry and it is good to be able to celebrate the success of some of our member firms, along with our provider and lender partners, who have demonstrated continued success in these difficult times”.
Sesame acquires the business of financial services providers Bankhall & PMS to create the Sesame Bankhall Group (SBG). Supporting over 11,000 financial advisers across the country SBG becomes the UK’s largest distributor of retail financial advice. We are proud to be associated with this market leader.
We welcome Richard Cavey to the firm as we complete the acquisition of RKV Financial Services a well established & respected firm operating in the North Manchester & Oldham areas.
Our Principal & Director accepts a position on the North West Employers Board of the National Skills Academy for Financial Services. The NSAFS as the UK’s leading body for the development & delivery of education, skills & training solutions has a vision to ensure the UK has a better educated financial services workforce. A vision we have a shared passion for!
The firm welcomes Ted Robertson as a Client Relationship Manager as it completes the acquisition of Robertson Walker, one of the Wirral’s leading firms of financial advisers.
February & October 2008
We are twice assessed by the Sesame Supervision Team with an ‘A’ grade for our positive & proactive attitude towards TCF initiatives and being able to provide good evidence of embedding TCF principles into the way we do business.
The Financial Services Authority (FSA) publishes its paper ‘Treating Customers Fairly’ (TCF) with principles that provide a regulatory breath of fresh air for the industry to deliver improved outcomes for retail consumers. A deadline is set of December 2008 for firms to clearly demonstrate they are consistently treating customers fairly.
‘The 5 Pillars’ are identified as the key strategies for our future success and become a constant source of reference. They were, and still are: -
• The core competencies expected of modern, professional advisers
• Developing specialisms in the most complex & sensitive areas of financial planning
• Client payment options based on the ‘added value’ they experience
• Seeking constant & never ending improvement
• The delivery of on-going services appropriate to the needs of our clients
The firm completes its move to a suite of prestigious offices at the newly refurbished Oaklands Business Centre, once the headquarters of British construction firm Alfred McAlpine plc.
The firm’s creation of a Para-planning & Technical Support Department lays another foundation stone to support our ambitions to create ‘something a little bit special’.
The start of the new millennium seems like an opportune time to launch our new business! With 8 advisers, 2 administrators, 2 computers and a few bits of furniture The Chester Partnership ventures forth into the brave new world of IFA’s - independent financial advisers! We decide to buy support services from the Sesame, the largest & longest established service provider in the UK.
1986 to 1999
Working as Company Representatives for Royal Life, and then lately Royal Sun Alliance - the award winning Chester Branch gains the reputation as the firm’s ‘jewel in the crown’.
Joining Sun Life of Canada as newcomers to the industry we are taught to identify & prioritise the client’s needs and then find the most appropriate solution! What a sound first cornerstone to include in the foundations for our future business!