Britton Wealth Management Process

• Status: Closed
• Prize: $500
• Entries Received: 7
• Winner: terucha2005

Winner

Contest Brief

I would like a short book on our company and what we do. I have enclosed a submission we sent to peers in the industry for our submission at Wealth Professional Awards.

here is how clients see us: Recent testimonial:
Sharon

After a very short time - the length so far of the pandemic - James has become a trusted advisor to my husband and myself. We had a particular issue which we needed to address by moving our holdings over to James. That was to ensure that our 12 year old child with special needs would be provided for in the future. James demonstrates exemplary characteristics and being both lawyers, my husband and myself are both hard markers. James has adapted seamlessly to the pandemic situation - he has online booking for appointments, is available quickly and by Zoom or other platforms, depending on the client's needs. He has increased our portfolio significantly in the short time he has managed it. He is respectful, knowledgeable and most importantly in these times, caring and compassionate. He has a stellar understanding of how to balance the needs of current use of funds and deferred spending, to provide for retirement and our child. In a very uncertain time, he provided stability and clarity of direction. We can sign documents digitally, James will also drive documents over if that would assist us - he is the epitome of customer service. Old service models will not long survive the current situation in the world - that is part of the reason we left our past adviser, who had been a family advisor for years. Reliable, trustworthy and dependable - James Britton.

Sharon , Q.C.


Thanks and chat soon,

Recommended Skills

• Financial Markets
• Financial Planning
• Wealth Management