THE CHALLENGE:  FINANCIAL WELL-BEING FOR OUR CLIENTS AND OUR PEOPLE 

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. 

Beever and Struthers provide stress-free and straight forward accountancy advice and services for businesses, their owners and people working in the not-for-profit sector.

Our teams are specialists in their fields, and thrive on providing the support, advice and assistance our clients not only want, but need, to succeed in their own goals.

It was important to us that this support, advice and assistance extended to include financial well-being considerations for our clients, and of course our people.  Financial well-being is not just about managing wealth, although that is important.  It is about making astute financial decisions that lead to prosperity, security and a legacy for generations to come.

The Solution

Our relationship with Pareto began 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.  Our Pareto colleague moves around departments and teams, which we felt important, a visual reminder to our people that we now have this support within our team and so that he could get to know us and our clients better. 

Through the year we have presentations, training sessions and social events so that our people always know what our partnership with Pareto offers us and our clients. 

Pareto’s strapline “All Matters Financial” is important to us.  Through the partnership we have contact with [72] Pareto colleagues, and this means we can be sure at all times we are helping our people and our clients to “achieve better” (the Beever and Struthers strapline). 

The Results

The response from our colleagues has exceeded all expectations.

What has been especially encouraging is how open our clients, even those with existing relationships have been, to hearing what Pareto has to say.  These conversations will not always lead to referrals, but we have no issues with that.  Pareto’s honest, client-first approach means that if they can’t add value they will say so, and we appreciate that integrity.  Often though, these discussions reveal new opportunities for our clients.

We’ve also had some difficult but essential conversations with clients about their long-term security, their businesses, and what would happen if the unexpected occurred. Helping them put the right protection in place, not just for their families but for their businesses and employees too, has been hugely valuable even if the reason behind the conversation isn’t always easy. 

So, while we’re still building on the strong foundations of this partnership, the results so far have gone beyond what we imagined. We’re excited for the future and for everything, we can continue to achieve together for our clients.