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Finserv Consulting

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Finserv Consulting

Mission statement:

To build and develop a highly skilled and experienced team, which will serve an ever-increasing client base of diverse individuals and organizations.

Overview:

Key Strategic Priorities
We aim to meet our commitments in the following ways:

By establishing and developing personal relationships of trust with clients. This entails spending time with clients at their premises on an ongoing basis, getting to know their employees, products etc.; analyzing their financial management systems and providing a “health” assessment of the business.
By ensuring that clients’ financial reporting and management systems are simple but complete in their ability to provide meaningful performance indicators.
By helping clients to instill a culture of discipline and accountability into each organization, and a goal of excellence in quality, service and delivery.
By encouraging clients to set achievable goals in the medium to long term, which can be measured against actual performance.
By implementing a process of personal and corporate development aimed at creating timeless core values and enduring purpose (which should never change), in the midst of operating practices and business strategies which should be changing constantly in response to a changing world.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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