Hansford Bell Company Update 2021

Some exciting developments have taken place at Hansford Bell.

Throughout the final three months of 2021, we’ve been working continuously to transform our clients’ finances and take a proactive approach to money. At the same time, we’ve launched a brand new online website for the firm, designed in line with the expanded colour palette of our whole office redesign.

From redesign to recognition, our financial planners were marked out by Citywire as operating at the top of their profession. It was just the kind of good news we needed as we headed into the festive season. Full of our characteristic enthusiasm and passion, we were delighted to get involved in local community events, culminating in the annual Dickensian Evening.

A Fresh Identity and Office Redesign.

The final quarter of 2021 started with a bang with the launch of our brand new website. The site was designed to reflect the next phase of Hansford Bell’s journey under our new board of directors, informed by our refreshed brand look and feel. Intuitive, accessible, and visual, our new website combines industry insights and regular updates with transparent information about all our services.

Continuing with the theme of transformations, we then turned our attention to the office. A complete refurbishment in line with the expanded company colour palette has created a warm, welcoming environment for our staff to work in and our clients to visit. Led by our revamped identity and bold new website, we’re continuing in our mission to bring top quality financial services to people in the South West and beyond.

Welcoming a New Member of the Team.

In October, we were delighted to welcome Caitlin Stephens to the team. Caitlin joins us as Financial Planning Assistant, working closely with Ross and Emma. She has hit the ground running, acting as an important point of contact for their clients, and providing seamless administrative support.

Caitlin is enjoying getting to know our clients and is eager to grow, develop her skills, and progress within the industry. We’re confident she’s going far! Outside of work, Caitlin enjoys being social – spending time with friends and making the most of the summer either at the beach or at music festivals!

Top of Our Profession.

As the months progressed, the firm went from strength to strength. Becky Adams, Chartered Financial Planning Director, was recognised by Citywire’s New Model Advisor as being one of the Top 35 Next Generation Advisors. The firm as a whole was also acknowledged in the NMA Top 100 list of financial planning firms in the UK.

The NMA awards are designed to highlight the professionals and firms who are approaching financial planning in a refreshing way – caring for clients and driving innovation. Our inclusion recognises the firm’s dedication to the future of the industry, and our passion for providing top quality financial advice.

Becky Adams achieved her Chartered status qualification this year, and has been leading our ESG Investment service. “The past 12 months have shown me what I am truly capable of,” Becky said. “I can’t wait to see what the future holds for Hansford Bell.”

When it comes to the NMA Top 100, our inclusion could not have come at a better time. The 29th January 2022 marked 1 year since our management buyout. In that time, a lot has changed – Hansford Bell truly is going from strength to strength!

Lighting Up Tavistock.

There was no time to rest on our laurels though as we hurried towards the end of the year. Instead, we continued serving our clients in every way we could, helping them make the most of their wealth and plan their finances effectively. As part of our drive to be responsible members of the local community, we were delighted to make food bank donations on our clients’ behalf instead of the usual Christmas cards – truly spreading some festive cheer!

In November, we sponsored the Christmas Light Switch On made possible by the Tavistock Business Improvement District (BID). The whole evening was a roaring success and got the Christmas period well and truly started. With fantastic musical performances and other entertainment, and some delicious food and drink, we were all feeling the festive spirit by the end of the night.

Following the cancellation of Dickensian Evening in 2020, we were beyond excited to get all dressed up again. With help from Graphic Words, McCarthy Property Maintenance, and Tavy Signs, we created a beautifully intricate window display that told the story of the year.

A staple of the Tavistock calendar, Dickensian provides an opportunity year after year for the whole community to come together. With steam engines, street entertainment galore, carol singing, and a lantern parade, the whole night was a dazzling affair. We even enlisted the help of a snow machine and a living statue to help craft the perfect, magical atmosphere outside Hansford Bell HQ.

And all our hard work paid off! We were awarded Best Dressed Team and Most Creative Window Display in the annual Dickensian Evening Awards. What a way to round off the year!

A Fresh Approach to Financial Planning and Advice.

Hansford Bell aren’t your average team of financial specialists. We take the time to get to know our clients and help them realise what they want from their life, whether that’s a personal ambition or a financial goal.

Our planners are highly experienced and know the industry inside-out. We combine simplified, straight-forward tips and guidance with cutting-edge technology and a comprehensive understanding of your situation. We focus on your finances, so you can focus on living your life.

Want to know more? Talk to us today and we can start making that dream future a reality!