Who we help
At Cervello we’ve chosen to be clear on who we can help. This allows us to gain a deeper understanding of our clients because we spend our lives helping ‘people like them’.
Focusing on working with just four types of people allows us to focus our time, effort and energy improving on how we work with just these types of clients.understand that all good relationships, professionally and personally, are built on trust. If you believe at least two of these things then we might have the start of a beautiful working relationship!
Focussing on the clients we work with best allows us to do something fundamentally important. It means we can spend more time, effort and energy specifically improving how we do better for our ideal clients.
Our clients tend to share other trains. They want to use the money as a tool to live a meaningful life. They value long term relationships with their professional partners. They understand that all good relationships, both professionally and personally are built on trust.
Here’s the specific type of clients we work with…
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Business owners
As business owners ourselves we know that whilst running a business can be rewarding it can also be challenging. We also know that business owners often benefit the most from working with a financial planner.
We support business owners by helping them build their own personal financial plan (independently of their business), act as a sounding board for decisions they need to make and work in partnership with the professionals they already work with so they’re making the right decision not only for their business but for their own futures.
In this video, Sarah shares why as a business owner it was really important to have someone looking out for so she can ‘get on with real life’ and why she’s chosen Cervello to help her with this.
Families
Cervello is a family business at it’s core.
We’re a business run with family values at heart and that’s why when our clients ask them not only to support them but also their families it’s our pleasure to help.
Our experience is that for some of us, possibly including you, our financial plans are not only designed to ensure that we achieve our goals, but we also support our families financially and make sure that when it’s time to pass your estate on to your kids they receive as much as they can without inheritance tax.
In this Video, Tony talks about how we look after three generations of his family and why having a plan not only for him personally but for his family was so important.
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Wondering what's next?
A lot of our clients come to us because they’ve been thinking a lot more about what’s next in their lives. These clients, typically in their Fifties and Sixties have been considering making changes to their life for a couple of years and want clarity on whether they are financially independent enough to make these changes.
For some of our clients thinking about what’s next they want to retire. Others want to continue to work, but where work plays less a part in their lives. Others want to carry on with what they are doing, but know their financially independent enough to make the choices they want when they can.
In this Video Darren and Christine explain why when ‘exposed to the prospect of retirement’ and making some really important decisions at that particular crossroads it was so important to get professional advice which helped them achieve their goals.
Professionals
Much of the work we do is with fellow professionals and we’re fortunate to have built a number of trusted relationships with a number of law and accountancy firms over the years who trust us to now only support their clients to build their financial plans but also trust us to support them to help them achieve their own financial goals.
In this Video, Clive talks about why he trusts Cervello to support his clients and why he’s chosen us to help him and his family.
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