26 CORPORATE VISION / Issue 1 2018 , The Insurance Partnership Financial Services (TIPFS) is a Hull based financial services provider dedicated to providing a range of services that its clients can truly rely on. We caught up with Director, Paul Newman to find out more and explore how the firm came to be named Best Investment Advisory 2017 – Yorkshire in our 2017 Consultancy Awards. Providing Perfection Through Partnership Founded in 2006, TIPFS is committed to providing business clients and private individuals from across the UK with expert financial advice, as well as the right products and solutions to match their requirements exactly. Paul discusses the firm’s service offering in more detail and outlines how the company works to ensure excellence for its valued clients. “At TIPFS, we offer our clients individual and corporate financial planning services, encompassing all areas of regulated financial advice including, family protection, including life cover, critical illness and income protection, as well as investments, retirement planning including advice on final salary pensions, business protection, company pensions, investments, mortgages and individual financial and wealth planning. “Time, care attention and most of all a personal service tailored to the individual is what marks us out as the best possible option for our clients. Taking time to listen and understand what are the drivers and objectives of each client, both now and in the future, making sure we follow up on this and review on a regular basis, and being available to our clients when required we feel is key to creating a strong relationship based on mutual trust and respect.” Despite the trend within the consultancy market for fewer advisors, as a client service focused firm, TIPFS values its knowledgeable, dedicated staff, as Paul is eager to emphasise. “To ensure we offer our clients the service they need, several of our advisers are Chartered Financial Planners with more than 20 year’s experience in the Financial Services industry at various roles including senior management, training and development, and sales management. With this time in the industry and with each advisor progressing from a qualification perspective within their respective role, matters that concern clients, objectives which require addressing can be discussed from a theoretical point of view and with this experience from a point of view where we have seen the results of quality advice, i.e. retirement planning (clients retired as they wanted/ planned to), family protection (unfortunate death of a husband, although family now live well, with no debts with two daughters moving through further education with no debt as proceeds of life cover invested well for their benefit – for one example) etc. “Internally we operate a team focus, as we move ahead together, supporting each other in areas of other advisors’ speciality and one built on regular communication and feedback to ensure the best outcome for the client first. With the focus on self-development as many now Chartered within the firm (with two advisers now being Fellows of the Chartered Institute of Insurers – one of the highest qualification awards within Financial Services), ongoing communication and adoption of changes in legislation, rules and expectations from the regulator, with regular and ongoing high level checks on the quality of advice offered to clients both before and after presentation of the advice, we are able to ensure that clients receive the support they need from our exceptional staff.” Overall, TIPFS has achieved incredible success over recent years, and it hopes to build upon this going forward, as Paul concludes. “Ultimately, TIPFS is very proud of the progress made during the company history, recently with inclusion in the FT.com’ s top CO170008 100 UK Financial Advisory firms. Looking ahead, our focus will be on ongoing development and recruitment to ensure the current high standards continue to be offered to our clients and those introduced to us. We are always very happy to be referred to new clients, as we feel this is the highest accolade, to be referred to a client’s friends or family and introduced as what they feel is the best professional company to offer the advice they are seeking. “Moving forward, we will continue to place focus on our work with individuals who are looking for advice on final salary pensions, which has become one of our more popular requests.” “Longer term, expansion will be our focus, and this will offer us many exciting opportunities which we look forward to taking advantage of as we look towards a bright and prosperous future.” Company: The Insurance Partnership Financial Services Limited Contact: Paul Newman (Director) Contact Email:
[email protected] Address: 40-42 Beverley Road, Kingston upon Hull, HU3 1YE, UK Phone: 01482 217234 Web Address: www.tipfs.co.uk