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Utilising the latest technologies and supporting their advisors in unique ways is proving to be a winning combination for this financial planning group. It’s all about tech with a personal touch WORDS BY EMILY MILLER
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ruinvest founders and directors Mark Smith and Micky Johal have pioneered a way of arming their advisers with the very latest technology, whilst providing them with dedicated administrative support so they can focus on the client providing a supportive environment. The group, which has grown exponentially since its inception in March 2020, recognises first and foremost that a client wants to receive the kind of customer service which truly adds value to the services they can’t get through technology platforms alone. “Technology has been used for those looking to invest for a while now, but it’s important our clients get expert advice which really informs the decisions they make alongside the technology,” Mark says. Micky explains that, in addition, the innovative tech they use does more than provide a platform for simply inputting data to get a result. He said: “The apps we use allow both the client and the adviser to be in continuous communication about their needs with an app
at their fingertips, allowing advisers to support their clients with anything from appointment requests through to assistance with online investment tools.” Streamlining and becoming highly efficient in their tech and processes isn’t the only reason they are paving a new way for themselves; the human element to what they do is hugely important for both adviser and client alike. The result of being part of this dynamic group’s vision for an adviser is that they feel equipped and empowered to be able to do their job well. “We have different advisers within the group who all have different expertise to bring to the table. Our background admin and paraplanning support frees up our advisers to get out there doing what they are good at – advising clients on their investments!” In turn, clients receive a level of commitment to their long term investments with a relationship built on strong communication, dedicated time and personalised advice which, as Mark points out, is “nothing less than anyone in the relationship dynamic deserves”.
IT’S IMPORTANT OUR CLIENTS GET EXPERT ADVICE WHICH REALLY INFORMS THE DECISIONS THEY MAKE ALONGSIDE THE TECHNOLOGY
I ask the duo what effects establishing the business in the height of a global pandemic, had on their clients. “They expected more from their advisers and quite rightly. They want advisers who are with them for the long term, who can talk them through the best possible outcomes for their investments.” When I extend this question to how it’s affected them, Mark says: “It’s pushed us to create an environment to provide this opportunity to enhance relations. It’s also enabled great changes to happen with everyone embracing technology that they simply wouldn’t have before the pandemic. Things are moving forward in a way where everyone expects more and we are providing it.” Truinvest is a highly regarded financial planning business, with thousands of clients and managing client funds of over £1bn with more than 70 employees across four offices. To become part of this financial planning group as an exciting opportunity for growth –either as an advisor or client – visit truinvest.co.uk. NICHE | 37
