2024 has been another great year working with our wonderful clients, and we want to thank you for your ongoing support. We really do value the part we play in your lives and take pleasure in seeing what you’ve been up to over the year.
As part of looking back, we were delighted to see that most of our new clients found us following a recommendation from an existing client.
These introductions and recommendations from our existing clients have always played a big part in our growth. This year, however, they were the #1 source, making up 43% of the new clients we began working with.
So, a massive thank you. Your recommendations help us grow. Pushing forward our mission to positively impact more lives, support more people to make the best possible decisions with their money, and ultimately, realise their dreams.
In many ways, recommendations are the highest form of praise we can get. They show our approach is working for our clients. We appreciate it’s not very British to talk about finances to the people close to you, which is why we’re really pleased to see so many of you introducing us to people you know.
For comparison, the other ways in which new clients found us were through referrals from our colleagues at Cooper Parry (26%), introductions from other professional firms (18%) and our marketing activity (6%), with the final 7% falling outside of these categories.
THE FUTURE’S BRIGHT
Today, the CPW team consists of over 60 exceptional people across the UK. Our Relationship Managers still look after an average of just 42 clients each, which is way below the industry average. And the close-knit relationships and quality of service we pride ourselves on won’t be getting watered down as we grow.
Here’s to 2025.
And once again, thank you!
