On 1st October 1989, Jeremy Squier took the first steps on what was to become a long and fruitful journey in the Financial Planning industry and ultimately the establishment of Squier Financial Services. An initial 24 month training phase at Liberty Life was followed by a fantastic 14 year association with the Sage Group during which time we traded under The Financial Trust Group banner. In May 1996, Squier Financial Services was registered as a Close Corporation and the company became an Independent financial advisory firm in November 2003 and changed the trading name of the firm to Bespoke Solutions. In 2004 with the advent of FAIS and other legislation, the firm registered with the Financial Services Board as an authorised Financial Services Provider (registration number, 6523). Over the past 27 years we have provided our clients with value added financial planning advice and services and strong and enduring relationships have been forged, many of which continue today. .
In 2006, Squier Financial Services became a member of what has become The Wealth Associates Group in response to requirements for sustainability and continuity imposed by the advent of changes in legislation.
Wealth Associates is a collective of founding Partners and Financial Planning Practices all with the same values and integrity and a common vision of providing Financial Services in a way that matters and makes a real difference to our client. Over the ensuing years, a number of high experienced Partners, Financial Planning Practices and their staff have joined the Wealth Associates family, adding further value to the group and its clients.
The Wealth Associates partners and firms inter-dependently shared their best practices, processes, services, and knowledge, to enhance the Wealth Associates experience for all stakeholders –clients, staff, and shareholders. Furthermore, the group operates together and prides itself on developing leading investment solutions, and creating a home for leading Independent Financial Advisors.
Recognising the joint success and progress of the group the firms are now also proudly adopting the Wealth Associates name. From now on, we will be known as Wealth Associates, Bespoke Solutions and our logo will change to the recently redesigned logo you see at the top of this announcement.
There is very specific meaning behind our logo and its design as is illustrated below:
Each blue dot represents an advisory firm, a member of staff or one of our group subsidiaries, all of whom co-exist to provide value added advice solutions to our clients.
Our clients are at the centre of our business. We surround our clients with the best possible people to help them grow financially. The blue dots, representing our advisers and support staff, spiral outward following the golden ratio, implying that growth will be infinite for our clients and our other stakeholders.
Whilst our name has changed for the 3rd time in our 27 year history, the one thing that will not change will be our unwavering commitment to you, our client ,and to continue providing you with high quality advice and service backed by strong relationships provided by quality, skilled staff.
We look forward to continuing to be of service to you, your family and our community over the next 27 years and beyond.
Please click on the following YouTube link which gives insight into Wealth Associates and what we stand for.