en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
Europe
      
United Kingdom
      
England
      
Staffordshire
      
Newcastle under Lyme
      
Advisors & Consultants
      
Nolan Baptist & Bond
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Nolan Baptist & Bond
 
 
Overview: 

Nolan, Baptist and Bond is a thoroughly modern practice of Independent Financial Advisers who adhere to timeless traditional values.

The vast majority of our clients are referred to us by fellow professionals such as solicitors or accountants or existing clients and employers.

The practice provides sophisticated professional financial planning utilising a fee based approach which offers exceptional value for money to our clients.

Our business aims to deliver the following benefits to our clients:
Impartial Financial Advice
Exceptional Client Service

We have invested heavily in technology to support our financial planning service and our support team are highly trained and include a Chartered Accountant.

The practice is currently responsible for investment advice for client assets in excess of £150 million and we manage substantial assets in Self Invested Personal Pensions, Small Self Administered Pension Schemes, Executive Pensions and various Trustee Investments.  In addition the practice manages pension arrangements for many employers as well as substantial investments for individual clients.

Many of our clients are high net and ultra high net worth clients and our ancillary services include devising Tax Planning strategies in conjunction with other professionals such as solicitors and accountants.

An increasing number of our clients live abroad either permanently or semi-permanently and we provide a private client service for those individuals who seek a bespoke financial and investment planning service which includes access to a dedicated website and individual private client wealth management accounts.

We provide our clients and introducers with the following services:
Professional bespoke written reports for all client recommendations.
Ongoing service including structured periodic reviews where appropriate.
High level investment monitoring.
Periodic client communications including bespoke Client Bulletin.
Periodic bulletins for Professional Introducers.
First class CPD/DPE for Professional Introducers.
History: 

The firm’s origins date back to 1985 and the practice has operated as an independent advisory practice ever since. The firm became a Partnership in 2000 and a period of substantial growth in the business has occurred between 2000 and now,

Today the practice is a thoroughly modern enterprise which invests in and utilises the latest technology in order to enhance business disciplines. We invest in our people too in order to ensure the highest levels of client service and administration.

What has never changed over the years is the firm’s commitment to its core traditional business values and placing our clients at the centre of our activities. At the foundation of the Partnership the firm’s key aims were to:
Provide professional impartial financial advice
Incorporate technical excellence in our advice
Provide excellent client service

These principles have not changed and are timeless; the practice will always ensure that we utilise the latest technology and professional practices where appropriate but the core values remain in place.

At the beginning of 2007 the firm was responsible for client assets under management in excess of £150 million. We also provide taxation, technical and protection advice to clients as part of our comprehensive financial planning service.

The firm also offers a bespoke private client service to individuals who demand the highest levels of financial planning and a separate dedicated website is utilised by them which holds individual Nolan Baptist & Bond WRAP accounts accessible 24/7 through a secure server.

The Partners of the firm are Derek Baptist and Ceri Robbins and in addition Jim Robertson is a member of the advisory team as an Independent Financial Adviser.

Jon Salt heads up the support team as the firm’s Financial Controller and the principal administrators are Helen Crick and Gemma Burrows.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
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.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©