Heather visits our IFAs, gaining an understanding of how their business works alongside Clever and supporting them in making sure they have the best possible processes in place. Additionally, she informs them of new developments within Clever. She carries out indepth training of how to use the process and how best to present the system to the IFAs’ clients.
Having previously been Office Manager for Helm Godfrey (Chester), Heather has an indepth understanding of the Clever process and how to integrate it into an IFA’s business.
Heather is a key member of the Management Team offering a friendly and focussed support on training, implementation and ongoing expert advice.
With over 20 years’ experience in direct B2B software sales. Patrick is a key member of the team with a very good understanding of modern sales and marketing methodology including social media, marketing automation, email marketing, content management, analytics and CRM.
He is passionate about both sales and marketing and have helped companies grow their business by adapting their sales and marketing strategy to match a more modern customer journey and specialises in direct B2B software sales, SaaS products, business development, digital marketing, CRM, channel management, strategic account management.
George joined CleverAdviser straight from University in 2013, graduating with a degree in Business Studies.
George is responsible for the day to day support of our IFA Partner Firms’ user-base, responding to all technical and support requests. He is responsible for the formation and analysis of performance reports on current investment processes for both new and existing IFA partners. Working as a Technical Analyst, George also responds to queries about both the Clever technology itself and the industry.
George also performs quantitative analysis of the current system and is heavily involved in the continuous improvement of the process.
Nicola was a qualified family therapist and counsellor before moving into the Financial Services Sector as a Senior Administrator at Helm Godfrey (Chester). Working closely with Colum Wilde, she supported the development of the Clever process and is currently responsible for all Operational activities within the company.
Nicola has developed close relationships with all of Clever’s IFA Partners and supports them at Director level on all operational aspects of their businesses that relate to Clever.
Stephen set up Concerto Support Services Ltd with Kevan Davey in 2004, implementing a leading web-based suite of software for project management and performance improvement. Previous to this, he was a Partner and Lead Designer in APD Associates, designing the software suite which is currently used for the management of asset management and property data in over 40 government authorities across the UK. He also designed and developed a bespoke billing and project cost measurement system across a major UK consultancy which is now used in international pharmaceutical organisations.
Andrew is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Andrew liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.
Garry is responsible for the smooth running and day to day maintenance of all internal computer systems and devices including hardware, software, networks and liaising and research with any service providers. He is consistently investigating opportunities to automate any manual tasks within the office environment. Garry provides key support to the Technical Analysts, using his database analysis, SQL and script writing skills.
Joanne is a key member of the Management Team in her role as Marketing Manager.
She is responsible for the management of all Marketing at Clever. Including all brand management and corporate identity as well as management of all marketing programs. She is also responsible for digital and print PR /Marketing campaigns and co-ordinates all Social Media.
Joanne is also CIPD qualified and is responsible for all recruitment and all aspects of Human Resources.
Natalie joined CleverAdviser after gaining a first class honours in psychology and criminology from Chester University.
As Executive Assistant, she is deeply involved in supporting the day to day running of the company, expertly matching the needs of the clients, managers and directors in one smoothly flowing support function.
Neil manages the Software Development Team and is responsible for the gathering of all requirements, specification writing and prioritisation of improvements and support requests. He leads all analysis of continual performance improvements to our system. Neil is responsible for leading the development of CleverAdviser software.
Mike is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Mike liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.
Zenon is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Zenon liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.
Tom designs and implements test strategies to test all the new computer code before it is released to the system. This ensures the software created meets a good standard and is quality assured. As well as analysing software, systems and processes are also analysed to keep loading and development times as low as possible. Our software testing procedures ensure that we take the necessary steps to avoid risk of exploitation or improper use and avoids any negative user experiences.
Caitlin is currently working towards the AAT Accounting level 4 diploma.
Caitlin supports the Finance Director in producing monthly invoices for IFA Partners, ensuring accuracy and integrity are maintained in our internal control systems.
Using our Sage invoicing system, Caitlin enters and checks invoices and prepares them for dispatch.
Prior to his current role as Finance Director of Northpoint Ltd, Mr Quiligotti was a senior finance manager at GE Plastics, and prior to that a Chartered Accountant at Pannell Kerr Forster Accountants.
Gary started his professional career with Kidsons Impey in 1990 where he qualified as a Chartered Accountant, specialising in personal/corporate taxation and statutory audit work. He went on to become a corporate tax manager for PricewaterhouseCoopers and qualified as a Chartered Tax Adviser. From there he moved into industry, as a Financial Controller with Kemira GrowHow UK Limited, before becoming the Finance Director of JPCS Limited. Gary is also a director of Business & Tax Solutions Limited.
Henry gained his Doctorate in Nuclear Engineering and Computing from Manchester University and then worked for 10 years in Finance at the Ford Motor Company. He has held several senior executive positions including Managing Director in a wide range of sectors including Automotive, Engineering, Transport and Manufacturing, working in Britain, France, Germany and the USA. As Chairman of the Board, he is responsible for providing leadership to, and management of, the Board of Directors of the company.
Tom is an enthusiastic member of the Development team, optimising, introducing enhancements, resolving issues, and maintaining our unique platform in close cooperation with the Technical Analysts. Eager to learn and evolve by assimilating modern technologies, following best practises and constantly expanding his knowledge base by taking development courses.
Anthony is responsible for the day to day support of our IFA Partner Firms’ user-base, responding to all technical and support requests. He is responsible for the formation and analysis of performance reports on current investment processes for both new and existing IFA partner firms. Working as a Technical Analyst, Anthony also responds to queries about both the Clever technology itself and the industry.
Anthony also performs quantitative analysis of the current system and is heavily involved in the continuous improvement of the process.
Anthony holds the Diploma in Regulated Financial Planning (DipPFS) and is also a part-time student of the University of London: London School of Economics, studying BSc Economics and Finance.
Colum has over 25 years’ experience as an IFA, specialising in advice to High Net Worth private clients. He founded St Peter’s Square Investments Ltd (St. Peter’s) in 1991, which he ran until his business joined with Helm Godfrey Partners Ltd in 2002.
Colum designed and developed the thinking behind Clever Adviser Technology and launched it to his own clients in 2007 and to the wider IFA market in 2009. He is also the Director of Helm Godfrey Chester office.
What made you feel the need to look for a new investment proposition?
What has your clients’ experience been to date?
What has been your experience of CleverAdviser?
How did you initially feel about removing the human intervention from your fund selection process?
If you could describe CleverAdviser in three words what would they be?
Clever Adviser have made the implementation of a large number of personalised client portfolios effective and manageable and, above all else, they have demonstrated consistent returns through the peaks and troughs of market uncertainty.
I am very pleased with the CleverAdviser system and our clients are delighted with their investment experience. It genuinely works!
CleverAdviser has allowed us to provide a much enhanced investment monitoring service. This has resulted in a better client experience that is both efficient, time saving and cost effective.
We have a great relationship with our clients, based on a clear understanding of what they want their money to do for them. We have developed a robust and clear approach to risk, so clients understand the level of risk they face and why…
We have been using the CleverAdviser service since 2011 and have never looked back. We have found that our clients really appreciate this “personalised” monthly monitoring service and also warm to the fact that we are working hard to optimise their investment returns.
The Clever Adviser system is in a league of its own; creating special relationships between me and my clients and, up to now has increased opportunities to create extra investment business. I wish we had discovered this system years ago!
We have been using Clever Adviser for our clients since 2010. The results speak for themselves.
The frustrating thing is Nick… why didn’t I come and get this planning 10 years ago!
If I could describe CleverAdviser in three words, they would be: process driven, unemotional and results. My clients’ experience of the CleverAdviser service has been positive. The service is attractive to clients and a great discussion point.
With any investment recommendation, be it in a Bond, Investment Account, ISA or Pension, we believe our clients should be comfortable throughout the journey to meeting their future objectives.
Clients like the additional contact and the fact that the investments are actually being reviewed on a regular basis.
If I could describe CleverAdviser in three words, they would be: innovative, groundbreaking and stimulating. My clients’ experience of the service has been very positive.
I have been using Clever Adviser for just over a year, so in some respects it is still early days, but it has greatly improved my offering to clients, concentrating my time on my relationships with them and freeing me up from the grind of copious fund research. At the same time, clients’ outcomes have been enhanced.
Very well received by clients when presented properly… I am very excited about the future of the process and in fact presented it to a client this morning with over £3 Million currently sat on the Skandia /Selestia platform. It is likely going to help me take this client from another adviser. Overall summary – Brilliant.