Form filling, snail mail, delayed post. Enough said!
We are working behind the scenes to move the 'paperwork' side of our business to the digital world.
The more this is 'digitised', the more time and energy and brain power we can spend on the challenges of advising on investments and long term financial plans.
As we work with other providers, a key aspect that comes at the top of the check list is how swift is the on line processing of information, requests and transfers.
We will posting updates and developments on the slow, but inexorable, transition, to a better way of executing on the 'nuts and bolts' of our service, for the benefit of our clients and partners.