Being able to meet with our clients and potential clients in person is of high importance to the team here at Cranwell Wealth Solutions. Equally though, we recognise that people lead busy lives; so the Founder and Director of Cranwell Wealth Solutions, Stephen Palmer, developed a venture that he is extremely proud of - the Uckfield financial Drop In Surgeries.
Stephen and his trusted team of advisers run these successful events, set up especially for people living locally in Uckfield and surrounding villages. The idea is to take our advice out to the local community, in an easy and convenient way. People simply drop by the Civic Centre in Uckfield on certain dates and ask any question they may have, without the need for an appointment.
It was important to Stephen to create an informal and welcoming atmosphere for clients to be able to pop by and ask any financial question, small or large. The team have run these financial drop in surgeries in many locations throughout Uckfield, but have recently settled on the Uckfield Civic Centre as their venue of choice.
Here’s what Stephen had to say:
“The drop in surgeries is such an important part to my business. I’ve built my practice here in Uckfield and the surrounding villages for some years now and I’ve been lucky enough to really get to know so many of the local residents here on a personal level. The surgeries are a perfect way for me to give back to the local community. Many people have a burning financial question that has been on their mind for some time, yet they don’t wish to rely on online research and at times, just need things clarifying for them. These informal surgeries break down barriers of clients having to make an appointment, instead they come to us knowing they can ask any financial management question and we will do our upmost to advise. Then the decision is entirely theirs as to whether they wish to engage with us again. No personal details are taken and no unwanted follow up calls or emails are made.”
Cranwell Wealth Solutions had many financial drop in surgery dates throughout 2019, all held at The Uckfield Civic Centre.
Why not pay us a visit at one of the forthcoming events:
Friday 29th November: 10am - 11.30am
Tuesday 28th January: 10am - 11:30am