AI International Finance Awards 2017

Acquisition International - International Finance Awards 2017 13 Best Private Client Services Company - UK Petrus Financial Services Ltd Petrus Financial Services Ltd provide objective and independent financial advice to individuals, families, trustees and charities, tailored to meet client’s specific needs. We invited Georgina Warwick to tell us more about the firm and the secrets behind its success. FN170007 Established in 2005, Petrus works in partnership with other trusted professionals, supporting clients to build their wealth, protect it, and pass it on to future generations. Georgina discusses how the firm works to offer clients a unique service tailored to meet their individual needs. “As a Chartered Financial Planning firm, here at Petrus we continually strive to enhance our professionalism and to deliver the best possible service to our clients. To this end, we are committed to developing our skills and knowledge within the framework of the ever changing regulatory, legislative and social world in which we operate. Key to this is the strategic plan we have embedded with our advisers and back office staff, with each individual in the company having a structured development plan that together form the ongoing vision and direction of Petrus Financial as a whole. “No matter what financial concern or complexity, our team of specialist advisers can provide advice and guidance to clients across their entire affairs. We call it ‘Solid Advice. Fluid Thinking’. Typically, we work with private clients with more than £250,000 investible wealth who want guidance through the maze of financial paths that are now open to them to make sure they are making the right decisions to achieve their goals.” Moving forward, Petrus is aiming to build upon its current success and provide its clients with the solutions they need, as Georgina concludes. “We have now reached a stage within the business where, as it has in many other financial planning firms, the question of succession planning has arisen. Over the next 12 months we aim to develop a 5 to 7-year plan which will ensure our clients continue to be looked after properly in the long term. We have completed our original 5-year business development project plan and we are proud of successful, up- scalable, cost efficient and highly client-focused financial planning business that we have developed. Now, we are looking to secure the uninterrupted delivery of financial planning to our clients over their lifetimes.” Company: Petrus Financial Services Ltd Contact: Georgina Warwick Contact Email: georgina. warwick@petrusfinancial.co.uk Address: Gainsborough House, 59-60 Thames Street, Windsor, Berkshire, SL4 1TX, UK Phone: 07837 938 442 Website: www.petrusfinancial.co.uk “No matter what financial concern or complexity, our team of specialist advisers can provide advice and guidance to clients across their entire affairs.”