Hi, I’m Hannah Filler the Client Support Manager here at Salisbury House Wealth. I’m delighted to have this opportunity to introduce myself and share a bit about how my team and I are here to support you on your financial journey. Whether you’re a long-standing client or new to Salisbury House Wealth, it’s my goal to ensure you always feel valued, informed, and well-supported.

Your Client Support Team

At Salisbury House Wealth, we pride ourselves on delivering a client centric experience. Central to that commitment is our Client Support Team, which I have the privilege of leading. Our Client Support Team is fundamental to the success of our business, as the first point of contact for clients.  We are involved in providing administrative support of the highest standard and ensuring that regulatory requirements are met from start to finish of the client journey.

From booking your annual reviews with your Adviser to assisting with document management and account updates, our team ensures that every interaction is handled with care and efficiency. Think of us as the bridge between you and your Adviser as we help you navigate your financial future.

What Does This Mean for You?

Here are just a few ways we work to enhance your experience:

  • Communication: We understand how important clear and timely communication is in managing your financial arrangements. Our team ensures your questions are answered promptly and that you’re always kept updated regarding your accounts.
  • Booking Annual Reviews: One way we aim to enhance your experience is by encouraging more regular contact with us through booking any annual reviews with your Adviser.
  • Personalised Support: Where you have an ongoing service agreement in place, you will have a dedicated Client Support representative who will learn to understand your needs, ensuring an efficient service tailored to you.
  • Keeping Updated: Your allocated Client Support representative will proactively keep you informed about new business and withdrawal updates or any changes that may impact you.

Getting to Know You

Nurturing relationships is at the heart of what we do. Understanding your values, priorities, and individual circumstances enables us to provide the kind of support that feels natural and meaningful.

Over the next couple of months, we aim to be more than just a point of contact—we want to thrive together and build relationships with you. Your feedback, insights, and preferences are invaluable in helping us continuously improve and refine our approach.

Staying Connected

To ensure we’re always able to assist you, for clients receiving an ongoing service your allocated Client Support member will be in contact with you to introduce themselves over the next few weeks to provide their direct contact details.

In the meantime, you’ll be able to reach our team via the following channels:

  • Phone: Usingour main office numbers of 0116 288 2202 (Wigston), 01480 357100 (St Ives) and 01270 522830 (Cheshire).
  • Email: Send an email for detailed questions or updates to admin@s-h-w.com.
  • Face to Face: Connect with you in person as and when you visit our offices.

Looking Ahead

As we embark on this journey together, my commitment to you is to ensure that your experience with Salisbury House Wealth is nothing short of excellent. Our team is continually evolving and seeking new ways to add value, streamline processes, and anticipate your needs.

A Final Note

Thank you for trusting Salisbury House Wealth with your financial future. Together with your Adviser, our Client Support Team is here to ensure every step forward is as smooth, informed, and successful as possible.

If you have any questions or queries on the above, please do not hesitate to contact me directly and I will be more than happy to help.