The Grierson Dickens Ltd approach is genuinely different. We hope the following testimonials will help describe how we are different. As part of the process of deciding if a new client wants to engage with us, we are happy to offer the opportunity to speak to an existing client, so you can get a view on our service first hand.

"A unique GDL approach to others"

"The initial attraction was that you approached the situation not from the angle of 'how best to offer independent investment advice' but from the rather unique perspective of - 'what…

"The initial attraction was that you approached the situation not from the angle of 'how best to offer independent investment advice' but from the rather unique perspective of - 'what are your life goals and let's see how you can best achieve them'. I have mentioned this unique GDL approach to others whom I have pointed in your direction and, I believe, this has been one of your key selling points. And you take this approach very seriously because, if you recall, we had at least 2 meetings simply talking about our future plans before any steps were taken to review the financial approach that would be needed to support our plans. During these initial sessions you created a real sense of partnership. Never once did we get the feeling that this was something that was being 'done to us' but instead we felt that this was something that was being co-created between GDL, as the professional advisors, and us as the ultimate beneficiaries.

I have always said that 'people like doing business with people they like'. Whilst it might be a statement of the obvious, you have managed to achieve a culture within GDL where it is always a pleasant experience doing business. Everyone is very friendly and approachable and you also seem to strike the right balance between not taking things too seriously yet always being utterly professional.

There are also other small but important touches that remind any client of your highly personalised service. The gift of a case of wine when we arrived overseas or the large bottle to celebrate my 60th birthday are small but important gestures that demonstrate the level of personalisation behind GDL. Furthermore, the immediacy of response to emails is impressive and makes a client feel that their business is really important to you. Most people are initially attracted, and then remain loyal, to a firm because of the combined impact of price, product and service. You are not the cheapest, and have never implied that you would be, but when measured against your product and your service, I think that GDL manage to get the balance just right.

When I consider how you have developed the relationship, your success has been due to a combination of being consistently creative, taking a deep interest in any lifestyle changes that might occur and exploring several options that might apply. For us it was our unplanned move overseas. You approached this with a high level of pro-activity and resourcefulness. You took the stress out of the situation, you exposed some of the inadequacies within my employer’s system and you established solutions where others had failed. I sensed that you also extracted significant professional stimulation by getting involved with our international assignment and your personal engagement throughout the process gave us the confidence that you would not rest easy until issues were resolved. The fact that you even managed to convince my employer that they should pay part of your fees was the icing on the cake! In short, GDL demonstrated being truly client-centric and totally solutions-based through your actions.

The ultimate litmus test must be 'would we recommend GDL to our friends?' - the answer to that is an absolute 'yes'."

"Clearly link life plan to their financial plan"

"You very clearly link a person/couple/family’s life plan” to their "financial plan", providing either assurance or a reality check; and objectivity to what might be difficult discussions/decisions. This has "emotional"…

"You very clearly link a person/couple/family’s life plan” to their "financial plan", providing either assurance or a reality check; and objectivity to what might be difficult discussions/decisions.

This has "emotional" value and reduces personal/inter-personal "tension".

You get the basics done, with the peace of mind for the client that you know the latest laws, most appropriate products and techniques.

Even with the best will in the world, busy people get behind with their personal affairs; and make mistakes when they rush or act on poor information.

A client will always have to pay someone fees for this kind of work and the value can be immense.

Cut another way, we clients pay you for your knowledge, network and time. Your specialist expertise and varied client situation experience is beyond what each of us has as individuals in your field; and that has value."

"Easy to talk and sympathetic to values"

"We have clear values and are busy business people who need trusted support and GDL have been that support. You have helped us gain a clear perspective on our financial…

"We have clear values and are busy business people who need trusted support and GDL have been that support. You have helped us gain a clear perspective on our financial situation and develop an overall strategy. At our first meeting James worked to understand our personal and shared goals and vision and helped us extract financial goals to underpin them. The advice he gives us subsequently is informed by that initial meeting. We have found him easy to talk to and sympathetic to our values."

"Personalised service, executed with efficiency"

"I value the sincerity of interest in my welfare and the desire to reflect my values upon all that is discussed and ultimately agreed upon. It is a very personalised…

"I value the sincerity of interest in my welfare and the desire to reflect my values upon all that is discussed and ultimately agreed upon. It is a very personalised service, always executed with faultless charm and efficiency."

"Feels a deep responsibility for the advice given"

"I am increasingly frustrated and suspicious of the computer modelling approach to making investment decisions, as currently practiced by Bank relationship managers. This form of client / service provider relationship…

"I am increasingly frustrated and suspicious of the computer modelling approach to making investment decisions, as currently practiced by Bank relationship managers. This form of client / service provider relationship appears to negate the historic responsibility of the service provider to "share" in the business planning process and in the financial repercussions of good and bad decisions. I have never doubted that James Dickens feels a deep responsibility for the advice he gives me and that he is side by side with me, really feeling the pleasure and the pain of the ups and downs of the results of financial planning. This is a true partnership, rarely experienced in any other consultancy / client relationship I am involved in."

"Transparent in both how you work and how you charge"

"We really are very happy customers and to summarize why we are happy customers; We appreciate the thoroughness by which you help us and that you don’t leave anything unexplored.…

"We really are very happy customers and to summarize why we are happy customers;
We appreciate the thoroughness by which you help us and that you don’t leave anything unexplored. You are very transparent in both how you work and how you charge. We really like knowing exactly what it is we pay for. Most importantly we trust you which you have earnt!"

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