Baigrie Davies and Company is an independent firm of financial advisers, specialising in the provision of top quality financial planning and pension arrangements to a range of small and medium sized companies, as well as high net worth private individuals.

They moved to Adviser Office Professional to support the company's new service-based proposition as they felt the time had come to move away from the straightforward back-office system they were using at the time.

"Adviser Office saves Baigrie Davies and company over 2365 hours by automating 55%* of valuations"

ProACT Financial provide both corporate and private clients with expert knowledge in areas such as care fees planning, pensions, investments, ex-patriate and non-UK domicile planning, mortgages, protection and employee benefits.

The firm currently has 46 advisers, 5 directors (some of whom also act as advisers) and 16 business administrators. ProACT are a nationally represented firm, with a head office in Brierley Hill, and an additional 7 offices in Chester, Bury, Bolton, Harrogate, Stourport, Sutton Coldfield and Wednesbury. Most importantly though, an increasing number of advisers are able to work from other locations including their own home, largely due to the flexibility which Adviser Office Enterprise provides.

“Adviser Office plays an integral part of our everyday life”

Warwick Butchart Associates provides specialist investment and financial planning to a range of private individuals, companies, charities and pensions funds across the UK . The firm currently has seven Registered Individuals and five support staff.

Many of the firm's clients are fee-based but each client is treated individually, with some preferring commission-based advice or fixed price arrangements. Any initial commissions received are offset against current and future fees. With a strong commitment to providing high value and specialist advice, Warwick Butchart is very much an 'investment-led' practice.

“Adviser Office helps us to provide high quality service to our clients”

Williams Farrall Woodward describes itself as a financial planning business offering advice on financial planning, investments, life and pensions, mortgages and employee benefits. Its target market is clients who are willing to pay for financial planning advice because they appreciate the value it provides. All new clients are taken on exclusively through referrals predominantly from existing clients or third parties, showing just how successful the company really is.

Ipswich-based and directly authorised, Williams Farrall Woodward was founded in 1995 and currently has two advisers and three support staff. The philosophy at Williams Farrall Woodward is to deliver added value to clients by adopting a policy of clear accountability and professionalism throughout all communication and advice.

“Adviser Office Professional gives Williams Farrall Woodward their 'ideal' world”