Maven Adviser - The Next Chapter
You're reading this hidden page as you've been selected to move across to my new firm. You've also made the decision to move with me and I'm delighted you did - I will not let you down. The families I look after are my life. I will continue to manage and advise you with the highest level of respect and honesty.
The decision to leave Serenity Financial Planning was a hard one. I love the company and the team, but having spent 7 years there as a self-employed adviser it’s now time for me to 'officially' set up on my own. I'm delighted by the new challenge.
I've been known as the 'Maven Adviser' for some years now, so I thought it appropriate to use this as the name of my new company. I have a grand vision and want it to be regarded as one of the best financial planning and wealth management businesses out there.
The business is now at a stage where I can be selective about whom I work with. The time may come within the next few years when there isn’t the capacity to take on any new client families, or I may choose not to. Before I get to that point I thought it only right to ask you as existing clients - do you have anyone within your circle of friends, family or business that might benefit from having a conversation with me? There would be no cost involved, and no obligation. Please do keep this offer in mind.
There will inevitably be some transitional time while things are set up. However this will mainly be internal to the business and will not affect you.
I’m looking forward to seeing you soon and to continuing our long term relationship.
Andy Hart - Chief Maven