Over the years, First Chapter has developed and 'fine tuned' a business model that follows a step by step process to determine a client's goals and aspirations. This model enables clients to fully recognise and address what is important to them.
We passionately believe that the most suitable client advice can be given only once time and effort has been invested in getting to know our clients, what they are trying to achieve and the purpose of their objectives.Once we understand our clients' goals, we work with them to create a plan that fulfils their objectives and then partner with them to implement their plan.
We passionately believe that the most suitable client advice can be given only once time and effort has been invested in getting to know our clients, what they are trying to achieve and the purpose of their objectives.Once we understand our clients' goals, we work with them to create a plan that fulfils their objectives and then partner with them to implement their plan.
Services
We pride ourselves on fully engaging with our clients' needs and ensure any advice given is bespoke and appropriate to their particular circumstances. Each client embarks on a journey with us, by entering a robust and systemised process so that we can fully understand what is best for their situation.
Each client embarks on a very structured six step process to ensure we properly understand and meet their needs and objectives. As well as ensuring our services are appropriate, it also enables clients to instantly determine whether we are 'right-fit' for their requirements and whether they wish to work with us.
Wherever possible we ensure there is consistency in the documents that we provide to our clients for each of the solutions we have created. An Introduction document that outlines the specific solution and would normally include a scorecard and questions to enable us to establish how relevant that particular service is to our clients.
As a progressive and continually developing business, we are looking for talented and driven individuals that have exceptional attention to detail and are looking to become part of a team that focuses on taking client service to the highest possible level.
If you would like to be considered for any advisory, management, operations, finance or administration roles, please do send us your CV with a brief note to outline why you feel you may be a 'good-fit' for our business.
If you would like to be considered for any advisory, management, operations, finance or administration roles, please do send us your CV with a brief note to outline why you feel you may be a 'good-fit' for our business.
Your Personal Focus is our comprehensive offering for Private Clients, which addresses the five key problems that in our experience are most commonly encountered by these individuals. However, it should be noted that all of our solutions are modular and can be undertaken in isolation.
The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.
The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.
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