Hampshire Chamber of Commerce Patrons - Southampton office
Gold Patrons
RADCLIFFE & CO LIFE & PENSIONS LTD Independent Financial Advisers Formed in 1959 by Wyn Radcliffe, the Company has provided impartial advice to its clients during that period. The original Company consisted of Wyn and a secretary and he arranged cover for individuals and small businesses, both in respect of Life, Pensions and General Insurance. He was joined in the late 1970s by two General Insurance Brokers who specialised in Commercial Insurance to small/medium local companies. In 1986 Ted Goodwin, the current Chairman of Radcliffes, joined and set up the Life and Pensions Company which is the heart of the business today. After a couple of years Ted was joined by Jack Thomas who remained Chairman of the Company until his untimely death in 2006. During their time together Ted and Jack laid the foundations for what many regard as the premier Independent Financial Adviser on the south coast. The Company has continued to grow and attract quality advisers. For example, most of the staff from a smaller IFA in Bournemouth have recently joined Radcliffes and with their addition staff numbers have increased to just over 40, 20 of which are advisers. Uniquely we have never lost a major client (other than one that was taken over by a large multi-national) and this is due mainly to the fact that all existing consultants have been with us for five years or more and staff retention is exceedingly high. Clients are treated as individuals and form strong relationships, not only with their consultant, but also with the management team and the administration staff. Recently we have formed a Strategic Alliance with Brooks Macdonald, a national Discretionary Fund Manager with a local branch in Winchester. They provide Investment Services to many of our clients ensuring that money is actively managed and that returns match clients’ expectations. This arrangement forms the cornerstone of our advice process and has been hugely beneficial to our clients, particularly in the current market. The Company and staff are very much part of the community and we have been able to provide sponsorship to a variety of local sporting clubs, including cricket, youth football, rugby and netball. Charity work is also an important part of our commitment and via our staff we have raised funds for local and national charities with additional contributions being made by the Company. Shares in the Company are now owned by the Management team and consultants and all are committed to the concept of professional quality advice being provided by appropriately qualified consultants.
Radcliffe & Co Life & Pensions Ltd Thomas House 28-30 Bernard Street Southampton Hampshire SO14 3AY Telephone: 02380 222 444 Email: enquiries@radcliffe-ifa.co.uk www.radcliffe-ifa.co.uk
We will continue to grow, but more importantly it is our intention to remain fiercely independent and to continue to provide first class advice for all clients.
supporting growth and prosperity for all www.hampshirechamber.co.uk
19