Sep 30, 2026 · 44 min · 13 segments
What happens when an advice firm takes a fresh look at how it asks clients about their investment preferences? In this special **Good Money Week** episode of Accord Talks, hosts Elly Dowding and Lee…
Ellie DowdingHost
Lee CoatesHost
So please can you start by telling us a little bit about your firm and the clients that you typically advise?
Um, to give you some background, we are a small, directly authorized firm, small in size but relatively big in ambitions.
The firm was purchased last year, 2025, by Clint, and I joined at the start of this year, and we've also taken on further team members this year as we look to expand.
We try to target clients who are either in the accumulation phase or their journey or preferably those approaching retirement.
This is just due to the fact we find the proposition is particularly valuable at this stage as clients are mil- moving from building wealth to making important decisions around retirement income, pensions, tax and estate planning.
I think it's important to highlight our role is not really simply investment managers, it's helping clients make informed decisions and giving them confidence they're on track.
Many people have accumulated significant assets over their lives and need support understanding how best to structure those assets.
We work hard to try and create a clear plan, which means clients can enjoy retirement spending on things they wish or gifting guilt-free with the confidence they have sufficient assets to meet these goals.
Ultimately, I guess we work with a broad range of clients, including professionals, business owners and those with complex pension arrangements, but the common overarching theme is that they value the ongoing financial planning and have a trusted advisor to help guide key financial decisions throughout retirement.
So please can you start by telling us a little bit about your firm and the clients that you typically advise?
Um, to give you some background, we are a small, directly authorized firm, small in size but relatively big in ambitions.
The firm was purchased last year, 2025, by Clint, and I joined at the start of this year, and we've also taken on further team members this year as we look to expand.
We try to target clients who are either in the accumulation phase or their journey or preferably those approaching retirement.
This is just due to the fact we find the proposition is particularly valuable at this stage as clients are mil- moving from building wealth to making important decisions around retirement income, pensions, tax and estate planning.
I think it's important to highlight our role is not really simply investment managers, it's helping clients make informed decisions and giving them confidence they're on track.
Many people have accumulated significant assets over their lives and need support understanding how best to structure those assets.
We work hard to try and create a clear plan, which means clients can enjoy retirement spending on things they wish or gifting guilt-free with the confidence they have sufficient assets to meet these goals.
Ultimately, I guess we work with a broad range of clients, including professionals, business owners and those with complex pension arrangements, but the common overarching theme is that they value the ongoing financial planning and have a trusted advisor to help guide key financial decisions throughout retirement.
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