The Customer
Established in 2017, Rose Associates Financial Planning offers friendly, expert financial advice with a strong commitment to putting clients first.
Specialising in serving the financial needs of both individuals and small businesses, their dedication and ability to build lasting relationships with clients, sets them apart from many others in the field. Operating from a small office in Leigh on Sea, Essex, they are proud to be a Partner Practice of St. James’s Place, meaning their clients have access to a unique investment approach that works.
The Challenge
During their office relocation, the company wanted to maintain uninterrupted service for clients while transitioning to a setup that could grow with their business. They needed a solution that would:
- Move seamlessly during relocation
- Maintain client connectivity
- Minimise operational disruption
- Support future scalability
The Solution
The team adopted a cloud-based VoIP telephony system, chosen for its flexibility and efficiency.
To ensure a smooth transition, the setup included:
- Pre-configured equipment for easy deployment
- A thorough pre-install survey
- A long-term technical support package
The new system now adapts as the business evolves, supporting both mobility and reliability.
The Impact
- A Stress-Free, Seamless Move: Client communication remained uninterrupted throughout the relocation process.
- A Telephony System That Grows with the Business: The cloud-based model allows Rose Associates to scale easily as demand increases.
- Strong Ongoing Support: In addition to telephony, the practice continues to benefit from account management across mobiles and energy billing, strengthening operational efficiency.
“Rose Associates Financial Planning recently undertook one of the most stressful things a business can do: moving office. Packing up two years’ worth of business life, whilst keeping things running seamlessly seemed like a daunting task. Then it dawned that we would need to arrange for new phones and the broadband to be ready for when we arrived. I’m not sure if you have ever been somewhere without broadband for longer than 2 minutes, but take it from me, it’s every bit as awful as it sounds! But we needn’t have worried. Dave at Babble had recently supplied RAFP with some shiny new iPads and during that process, a discussion about the move had already taken place. Dave knew when we would be moving, the specific requirements we had and already arranged a site survey of the premises ahead of time, to ensure we would be ready to go on the day. I’m pleased to say that everything worked perfectly and allowed us to hit the ground running. Dave was always in contact to make sure the process was handled smoothly and efficiently. He also popped into the office to answer any questions and make sure nothing had been missed.”
Chris Deadman
Rose Associates Financial Planning
