Neglecting this critical aspect of the client experience can lead to severe consequences, including loss of loyalty, diminished reputation, and significant financial setbacks.
At Alex Picot Trust, we understand that maintaining impeccable client service is essential to preserving relationships and ensuring long-term success.
Engaged and happy clients are at the heart of our customer service charter, not merely words on paper, this charter is our commitment as a business to ensuring that we individually and collectively demonstrate the behaviours to provide a client-centric service.
Alex Picot Trust, has supported clients with trust services for over ninety-two years and the emphasis on personalised, attentive, and proactive engagement remains our core value today.
How do we ensure this level of service for all clients?
We take a look at the six pillars of our customer service charter.
Personalised Service – Know your client
Alex Picot Trust understands that each client has unique needs and circumstances. We provide tailored solutions that align with the specific goals, requirements and preferences of clients, ensuring a bespoke experience.
Taking time to understand their needs, family dynamics and their long-term goals means that we know the family members, have a clear view of their structures and can support them throughout the relationship.
Director-led and director-owned also proves attractive to clients as we are able to consider and make decisions swiftly and without shareholder or any third party pressure.
Experienced Professionals
The Alex Picot Trust team is made up of highly experienced and qualified professionals who possess a deep understanding of fiduciary services and client requirements.
We add value to the client experience with in-house taxation experts and qualified chartered accountants and professional Trustees who provide accessible hands-on support.
As a director-led and director-owned, independent trust company we have strong long-term connections to intermediaries both locally and internationally to support clients with cross-border needs.
Responsive and accessible – Proactive Communication
Prioritising clients means we address their queries promptly and with understanding and due care. We maintain regular and transparent communication with clients and keep them informed about their structures, financial matters and any changes in regulations that may affect their interests and circumstances.
Comprehensive Services
Offering a wide range of services, from trust and estate planning to wealth management, Alex Picot Trust provides comprehensive solutions that meet the diverse needs of our clients.
The Long-Term View
Our focus is and has always been upon building long-term relationships with clients, based on mutual respect and understanding.
Across generations we have become the reliable and solution focussed adviser to many UHNW and HNW families, both locally to the Channel Islands and on an International basis.
Confidentiality
It goes without saying that Alex Picot Trust places a strong emphasis on maintaining confidentiality and building trust.
We ensure that clients’ sensitive information is securely managed and protected, investing in technology to support this commitment and training our staff in our processes and procedures.
By integrating these elements into our client service strategy, Alex Picot Trust ensures that all clients receive the highest level of care and attention, fostering integrity, loyalty, satisfaction and confidentiality at all times.
To discover how we put this commitment into practice, please contact our directors for an informal discussion.
