Testimonials

Thank you Accelerate for your exceptional service in paraplanning and administration. Your professionalism, attention to detail, and responsiveness have saved me significant amounts of time and allowed me to focus on growing my business.

With your support, I have been able to take on more clients and increase my revenue. I appreciate our partnership and look forward to working with you in the future.’

What aspects of our service have you found most valuable?

At outset; understanding the key reason(s) why the previous relationship didn’t work and what I really want and need to be able to operate at my best.

We identified:

• The previous manager did not understand my systems – so could not train/support their team. I ended up doing that role and the team all left. The team worked on too many accounts each day and were inefficient and couldn’t deliver what Trentham needed in time.
• Nicola was far too busy with client relationships and meetings with no real support on systems and order. Burned out and couldn’t think.

How has using Accelerate made things better for you?

Regular meetings weekly on projects and developments
Providing suggestions
Allowing Nicola to lead and share her thoughts/vision for best practice
Allowing Nicola to have a voice and use her unique strength; intelligence, simplification, communications in Plain English.
Redesigned the client review programme and system where records are easy to find, accurate and everyone is on the same page.
Nicola is at the head of client review strategy, system and records – making improvements every month to make it simpler and more eƯicient
Nicola is head of PMS WORKFLOW and enabled the records and systems to be simplified – templates, documents, duplicates ‘out the window’ Very good personality match between Nicola and Matt. Open communications. No grudges held. Say it – and move on. Very professional.

Are there any specific occasions where we have helped that stand out for you?

New pension legislation April 2024. Nicola in the heart of new system creation, advice template design, and structure. The new system is going like a dream.

IO tasks put into easier categories and named. Duplicates – out the window

PMS WORKFLOW simplified and templates made easier

How would you describe your overall experience working with our team?

Very professional, accurate, intelligent, right person right seat. Whist I have never met them, I can feel the personalities through the task system and yf filing. They are well suited for each task/role.

Would you recommend Accelerate to others? If so, why?

Most definitely.

You understand that your team are to work on one account to learn that IFA systems. T

hey work on one IFA account per day- reducing error rate and increasing eƯiciency. Both adding value.

Every IFA works in a diƯerent way and I would not want to work in 3 or 4 diƯerent ways – burn out!

Working with Matt enables me to lead Trentham – and make the system easier and better for everyone in the team.

I finally feel that Nicola leads. One vision , one system. Something I have been starving for, for many years

I have been using the team at Accelerate since they started, to assist in the administration of my clients, and specialist paraplanning and research services.

The assistance they can offer has helped me to focus my attention and resources on developing my business where I best can, and utilising the particular skill sets and experience that the team at Accelerate have to reduce my own workload in a time, and cost, efficient manner.

I’m able to pay a retainer to ensure that I can get the minimum levels of assistance I need, with any over or underspends, being monitored and applied on a regular basis, which has helped with my business cashflow.

During the course of a recent health care, the services that Accelerate offer were invaluable as I was able to delegate a greater amount of work to them as I recovered, and this took a lot of the stress away at a time I needed it most.

I could not recommend Accelerate highly enough. They are all efficient, competent, and well versed in the services I need to facilitate the efficient running of the back-office support to my business.