New financial planning platform launched and 4-day working week on trial

New financial planning platform launched and 4-day working week on trial

We are enhancing our service delivery with the development of a brand new investment platform. Powered by True Potential, our new platform will offer clients a centralised hub for managing investments and pensions, enabling them to view, track, and update their portfolios securely and on the go.

With a desktop and mobile app version, the platform has a range of additional features to improve the client experience, including secure messaging with advisors, a rewards scheme, a document management centre, and the ability to allocate funds in real time.

Managing Director Chris Palmer said: “The Hansford Bell platform will enable us to offer a streamlined client experience, and total visibility over the progress and performance of portfolios. We’re continually looking for ways to enhance our services and adapt to the needs of the modern investor, and this transformative move reflects that commitment.”

Hansford Bell trial a 4-day working week

We are also trialling a 4-day working week from September in a bid to support the wellbeing of their staff, and consequently safeguard client care. It is their investment in the platform and other cutting-edge technology which is enabling this bold move.

Gemma Grice, Operations Director, said: “Led by a young, ambitious team of directors, Hansford Bell is always ready to invest in its future to improve the experience of our clients and our staff. We’re forever reminding clients of the importance of a good work-life balance. Now it’s time to practice what we preach.”

Forever evolving to meet client needs, Hansford Bell is a brave presence in the landscape of modern financial planning. With our new platform and concentrated working week, we’re excited for what the future holds.

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!