First off, let’s acknowledge you, our client. We feel incredibly fortunate to serve people who are intelligent, courteous, and committed to their financial well-being. Over time, many of our client relationships start to feel less like a formal business transaction and more like a partnership (sometimes even a friendship!). That’s because we share something important: values. We tend to attract clients who value trust, expertise, and open communication, and by working together, we reinforce those values. When we say you’re “part of our team,” it’s not a cliché: we invite your input, we celebrate your successes, and we take your feedback to heart to improve our services. In many ways, our clients help shape how Howard Wright operates.
Building a business solely through referrals naturally creates a community of like-minded clients. Think about it: people tend to refer those who share similar outlooks or situations. A satisfied client might refer a close friend, a family member, or a colleague. Chances are, if you trust that person enough to refer them, we’re likely to get along with them as well! Over the years, this has helped to build a client base that feels cohesive. We might have retirees, young professionals and business owners all as clients, but they often share common traits such as being proactive, respectful, eager to learn and generally just great people to work with. From our point of view, this makes our meetings and interactions truly enjoyable. Great people know great people!
Working only with great people also means we set high standards for client service. We know our clients expect the best, and rightly so. In turn, that motivates us every day to deliver the best. It’s a virtuous circle: because you are engaged and responsive (for example, you show up to meetings prepared, you ask insightful questions, you follow through on our advice actions), we can do our job more effectively and get better results for you. In turn, that keeps you happy and confident in our services. Compare this to a scenario where an adviser might take on anyone with a pulse and a chequebook, inevitably, they’ll end up with some clients who are a poor fit, which can lead to frustration on both sides. We avoid that by design. We politely decline to work with people who don’t meet our client profile or who don’t seem to share the core values of Howard Wright and our clients. By doing so, we protect our time and energy for you and clients like you. It ensures that every meeting we have is productive and positive, rather than draining or difficult. Frankly, it makes our work a joy, and when we enjoy our work, we do it better. So, thank you for being the kind of client who makes our job rewarding.
Another angle to consider is trust and safety. In our community of great clients, there’s a sense of trust that extends beyond the immediate adviser-client relationship. We often find that clients feel comfortable sharing their personal experiences beyond the finances with us, such as caring for an elderly parent or navigating a career change. Whilst this isn’t always related to the finances, these moments of openness and honesty are a testament to the respectful and supportive atmosphere we strive to create. We guard that trust carefully, it’s part of our firm’s culture. Every existing and new client we welcome isn’t just a file in our digital cabinet; they’re a new member of the Howard Wright family. And as with any family, we believe in quality over quantity.
Finally, we want you to know how much we appreciate the character and calibre of our clients. By working with great people, we’ve built a firm that feels more like a friendly club or team than a sterile business. This approach has tangible benefits: higher satisfaction, stronger results, and a network of clients who we love to spend time with. So the next time we say “we only work with great people,” remember that it’s a heartfelt compliment to you and a promise that we’ll continue to keep our client community strong, close-knit, and filled with genuinely good folks. After all, that’s the only way we’d ever want to grow. If you ever introduce someone new to us, it’s because you believe they’d fit right in, and that assurance means the world to us. It’s how we maintain the special culture we have. Here’s to the exceptional group of people we call our clients, and to continuing to nurture this community of trust, respect, and shared success.
If you’ve valued your experience with us, we invite you to share it.
The highest compliment we can receive is your recommendation. If you know someone who could benefit from our approach, please consider introducing them to us. Your referrals help us keep our focus on delivering exceptional service, not advertising and allow us to extend the same care and attention to others that you’ve experienced.
Disclaimer: This article contains information from sources believed to be reliable but no guarantee, warranty, or representation, express or implied, is given as to its accuracy or completeness. Howard Wright Ltd does not undertake any obligation to update or revise any future statements. Past performance is not a reliable indicator of future results. Investments can go down as well as up and actual results could differ materially from those anticipated. This article is for information purposes only and has no regard to the specific investment objectives, financial situation or particular needs of any person as such, the information contained in this article is not intended to constitute, and should not be construed as, investment or financial advice. Appropriate personalised advice should be taken before entering into any transactions. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. Howard Wright Ltd is Authorised and regulated by the Financial Conduct Authority.