Exchequer Card
At some point in any relationship, things don’t always go to plan. It’s pretty much inevitable. If we continue to use the same processes and methods that got us in a tricky position in the first place, we’re never going to be able to move forward. That applies to us and you as the client.
To avoid getting stuck, we’ve created the EXCHEQUER CARD. What’s that you ask? In medieval times, the “exchequer” used a special table to calculate finances and complete tax calculations, hence the name association. We’ve transformed this into a card which can be played by either of us to bring topics to the table that need worked through regarding how we engage and connect.
The card can be played as many times as either of us wants or needs until we’ve resolved the issue. It’s designed to facilitate an honest “cards on the table” discussion, but is not to be used as a means to gain advice. It is exclusively designed for maintaining a better working relationship between us and our clients.
How We Deliver Our Services
Our approach to the way we do things and how we deliver our services is just as important as what we deliver. Being authentic in what we are is of the greatest importance to us. For this reason we have adopted a policy of “What we DON’T do’s” which are the rules we live by for the positive outcomes they achieve.
We DON’T outsource your work to overseas countries with cheap labour costs. A lot of firms in this region outsource their work and this is something we don’t favour. We’re committed to having people work on your job that understand your business and can communicate with you directly.
We DON’T delegate work to staff members in a way where we lose contact with your business. We pride ourselves on being able to communicate with you personally via our entire team.
We DON’T take on clients that we don’t have an interest in. It’s easy to provide an authentic service and work with people when you’re genuinely invested in them.
We DON’T make you feel like just a number. Our entire business is built on adding that personal touch to bringing order to your financial world.
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