Going for growth

At 83 years old, Roffe Swayne is going from strength to strength

This is good news for many of our clients, as it means that their businesses are flourishing and that they are actively looking for the value that our services bring to help them in realising their own personal and business ambitions.

But our growth strategy has been about far more than relying on the underlying demand in our Surrey based marketplace; we spent a lot of time over the last 18-24 months carefully reshaping our proposition. This has involved re-establishing our core values; to collaborate with our clients, to be ambitious for them and to be versatile in how we help our clients.

Our vision

Is simply to deliver the highest level of client service to help our clients achieve their financial ambitions. Our ethos has always been to develop long-term relationships with clients and intermediaries who we work closely with.

New brand

We spent time listening to our clients’ needs to ensure we offer a service which is relevant and valued. We also reflected on how our brand and particularly our website supports our key messages and our need to connect digitally in an effective way with both clients and referrers. Our brand has beendeveloped in a way that reflects a well-established and trusted business. A service which is centred on the needs of our clients. Their requirements are often multi-faceted and don’t necessarily fit around a standard list of predetermined services.

Our website is built for our clients first and foremost; it’s not all about us. We work hard developing relevant content and providing a useful point of reference.

New website

Our website will also feature a client portal very shortly; an area where clients can transact certain types of business more easily with us online, enhancing and embracing technology. This is about making it easier for clients to do business with us; fitting around their needs, not our own.

It also features interviews from our Growth Insight Programme, to provide business owners with insight into how other businesses have achieved their growth potential. The programme has been fascinating and enlightening, affording us the opportunity of interviewing a diverse group of CEOs operating in a wide variety of sectors.

We will continue to evolve our website as we listen to our clients and explore the further possibilities that technology will bring.