James Ashford

We do things differently here ✨ Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses 🚀 We do this by unearthing and untangling the biggest challenges in financial planning that prevent people and businesses from being world class. Our values are: - Quality Education 🧑‍🎓: Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all financial planners. - Industry, Innovation and Infrastructure💡: Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation in financial planning. - Reduced Inequalities 🤝: Reduce inequalities within and among the financial planning profession and actively strive for diversity and inclusion. To achieve our mission, we help financial planners with the following: 👍 The Community: A thriving, engaged community of financial service heroes that help each other grow and develop every day, alongside tons of valuable content and resources. 🎓 The NextGen Planners Training Contract®: Our award-winning training and development program helping financial planning business owners to grow and develop their team members through exam support and more. 🚀 Blast Off: An accelerator program that helps financial planners grow and develop their own businesses and become successful entrepreneurs. 🙌 Future Leaders: A coaching program that builds future leaders in financial planning businesses and empowers them with the tools they need to lead. ⚡️ Advice Stack: Our innovative growth platform which helps financial planning business owners to grow and scale their businesses. Our profession cant wait for change. We empower financial planners to be the change 🔥

We do things differently here ✨ Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses 🚀 We do this by unearthing and untangling the biggest challenges in financial planning that prevent people and businesses from being world class. Our values are: - Quality Education 🧑‍🎓: Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all financial planners. - Industry, Innovation and Infrastructure💡: Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation in financial planning. - Reduced Inequalities 🤝: Reduce inequalities within and among the financial planning profession and actively strive for diversity and inclusion. To achieve our mission, we help financial planners with the following: 👍 The Community: A thriving, engaged community of financial service heroes that help each other grow and develop every day, alongside tons of valuable content and resources. 🎓 The NextGen Planners Training Contract®: Our award-winning training and development program helping financial planning business owners to grow and develop their team members through exam support and more. 🚀 Blast Off: An accelerator program that helps financial planners grow and develop their own businesses and become successful entrepreneurs. 🙌 Future Leaders: A coaching program that builds future leaders in financial planning businesses and empowers them with the tools they need to lead. ⚡️ Advice Stack: Our innovative growth platform which helps financial planning business owners to grow and scale their businesses. Our profession cant wait for change. We empower financial planners to be the change 🔥

Nuvo is a modern and proactive accountancy practice, providing a professional service to a wide variety of small and medium sized businesses and individuals in the Midlands and further afield. We understand that all businesses are different, and spend time with you to ensure that you receive the most appropriate advice, tailored to your individual circumstances. We offer a wide range of services, and all work will be overseen by a fully qualified accountant with years of relevant experience. Nuvo operates a ‘fixed fee’ policy, with all fees being agreed in advance, so there are no unwelcome surprises! Our fees are highly competitive, and you never need worry about being ‘on the clock’ whenever you pick up the phone. We also offer a free initial consultation, so if you would like to discuss the ways we can help, please contact us and we can arrange a meeting at either our offices in Derby, Burton, Mansfield, Nottingham or a location more convenient to you.

Helping accountancy firms to grow more profitably with the leading pricing & proposal software. WHAT YOULL BE ABLE TO DO Sign new clients up faster and give more value to existing clients 1. Configure Complex Pricing Configure the exact pricing you want to charge for your services. Add layers of variations, charge based on their revenue and build in whatever level of complexity you need. 2. Easily Agree Fees Easily agree fees whilst you’re sat with your prospects and clients. This speeds up the sales process & allows them to comfortably choose to buy more from you. 3. Produce Instant Proposals Produce instant proposals that look fantastic, contain all the information your clients need to make a decision and has been psychologically designed to improve conversion rates. 4. Auto-Generate Letters of Engagement Dynamically generate Letters of Engagement with one click, which automagically pulls through your Scope, Terms & Conditions and all the Service Schedules for the specific services chosen in the proposal. 5. Digital Signatures Get your new client to sign-off your Letter of Engagement digitally and legally with a real signature. They also require a check box to be selected, being time-stamped, date-stamped and IP Address-Stamped. 6. Trigger Your Onboarding Redirect your new client straight into your onboarding process and notifying your team via email. You can also trigger off automation in CRMs such as Infusionsoft, Trello, Capsule and Slack.