Challenge

Beever and Struthers are a firm of Chartered Accountants and Business Advisors with offices in Birmingham and London, and headquartered in Manchester, currently ranked as one of the top 10 firms in the North West.

With 16 partners who are all experts in their respective fields, aided by some of the industry’s most talented directors, managers, and support staff, we’ve been helping clients overcome their financial problems and achieve their goals for over 100 years.

Like a lot of firms, we have many areas of expertise, but broadly speaking we tend to work with businesses, their owners and with third sector organisations. Our approach is to combine highly technical knowledge, with a problem-solving approach and a keep-it-simple attitude; all wrapped up in a very personal service.

Beever and Struthers can help in those moments of frustration. You know those moments when you wish you could do something faster or find something quicker?  Our Digital Transformation team can help you to find a way to fix these problems.

If you find yourself spending too much time wrangling with spreadsheets or doing the same thing over and over again, Beever and Struthers can help you work smarter and faster by managing your data and data entry better, whilst helping you and your staff use your time more effectively.

Embracing the opportunities of the digital age to grow your business and achieve your goals sounds a bit grandiose, so Beever and Struthers put it another way… It’s about guiding you to find the best tools for the job and making everyone that little bit happier!

Our services cover:

If you would like to speak to a member of the team, call us on 03330 910411, or contact us via enquiries@beeverstruthers.co.uk.

Solution

Our partnership with Pareto formed in 2021, having taken the time for our teams to get to know each other, and feel comfortable with each other.

A senior member of Pareto’s advisory team moved into our offices in September 2021, and immediately became one of the Beevers family. Over the following months he moved around the departments and teams. We felt this was really important, a visual reminder to our teams that we now have this partnership in place, and so that our advisor could get to know our colleagues, and our clients, better.

At the same time, we arranged presentations, training sessions, and other events, so that our teams were constantly reminded what our partnership with Pareto can offer our clients and our team members.

The strap line “all matters financial” is important to us. Through the partnership we have contact with 72 Pareto colleagues, who can provide support and expertise in a wide range of areas, far more encompassing than we could ever have achieved on our own.

So, we can now look at the bigger picture when we engage with our clients, looking to ensure that their financial objectives (whether business or personal) are aligned with their financial planning. There are key points in a client’s life when this clearly appears on the agenda, for example as business owners start to contemplate their exit route. But our experience has been that these discussions need to be held with clients at all times, even at the start of a business’ life. This means we can be sure at all times we are helping our clients to achieve more.

Results

The response from our colleagues has surpassed all our expectations. And this will be the key to future success. If our colleagues understand what more we can offer to our clients, and what more our clients can achieve, then they will initiate those conversations.

What we had not anticipated was how willing clients with established relationships with existing IFAs would be to listen to what Pareto have to say. This does not always result in referrals. If appropriate Pareto have been comfortable in advising that there is nothing they could do to better serve the client. And that honesty is hugely appreciated by all. But through these conversations’ opportunities have come to light, where clients are looking to diversify their risk.

Uncomfortable discussions have been held with clients, addressing their mortality, and the risks this could bring to their business. Ensuring the appropriate protection is put in place, to both support their families, but also their businesses and employees, is essential. And our clients have welcomed these discussions, if not the driver behind them.

So, in conclusion, although still early days in terms of embedding relationships, the results of our partnership have far outweighed our anticipations. We are looking forward to the future and seeing how much more we can achieve for our clients through this partnership.