2019 was a great year for Stockton based, independent financial advisers Prismatic Wealth.
It marked a year since purchasing new, larger premises which has proven to benefit their clients and staff. They now have the capacity to service their growing team with a modern, open plan work space, five meeting rooms, a boardroom, seminar room and ample parking. Given this they have been able to expand their team by employing another eight members of staff.
Prismatic Wealth are set to embed their new team members in the coming year and are sure their new recruits will follow in the footsteps of their colleagues, many of whom celebrated exam successes in 2019 as the team continued to develop their knowledge and expertise.
Managing Director, Graham Laverick says, It is important to us as a business to nurture and guide the next generation of financial planners whilst continually upskilling our existing staff. We look forward to helping guide and support our new members of the team.
Given Prismatic Wealths capacity of a seminar room and ample parking, they have previously hosted events by the Bank of England, Department of International Trade, Bupa, Unum, Westfield Health, LV and local charities Cash for Kids and Butterwick Hospice, amongst others. Event plans for 2020 look set to be equally as busy.
In addition to corporate events, the team also hold in-house Lunch with Prismatic Wealth gatherings for their clients and to date have collaborated with local solicitors and national fund managers to deliver relevant, meaningful and relaxed lunch presentations which enhance their customer service offering. Given the great feedback they have received, Prismatic Wealth are looking to increase them from being held bimonthly to monthly throughout 2020.
2020 looks set to be another landmark year, Prismatic Wealth have provided independent financial advice for over 32 years and currently manage over £200 million in client funds.
To contact them for a free consultation call 01642 661600 or email enquiries@prismaticwealth.co.uk
