Advisory Excellence: How We Create Lasting Value and Meaningful Client Relationships

When I joined Hundle in 2024, I did so because I believed that the Hundle model offered excellent solutions to complex client needs, coupled with exceptional client service. This combination, and an environment where creative thinking is celebrated, was what I ultimately saw as the perfect fit for myself and clients alike. 

What made Hundle stand out for me was my first conversation with Hari, our Founder. We spoke at length about our views on how clients should be looked after in our industry, providing 360-degree advice that is neither transactional nor product-driven, but truly focused on long-term relationships, holistic solutions and exceptional service. It was immediately clear that we shared the same vision. That alignment was one of the biggest reasons I knew Hundle was the right home for me, and why I am so passionate about the work we do here. 

To me, top tier service isn’t about grand gestures or buzzwords. It’s about consistency, attention to detail, and the confidence a client feels when they know we are on their side. At Hundle, I see this philosophy in action every day.

I believe it comes down to three main themes:

1. Personal and Bespoke Service

At the heart of a great client relationship is the understanding that no two clients are the same. Wealth isn’t just numbers on a balance sheet; it’s tied to personal ambitions, family dynamics, and deeply held values. To serve clients well, you have to listen and design solutions around their lives, not around a standardised product. 

One example that comes to mind is a client who runs a demanding international business while also balancing the needs of their family. Their time is scarce, their priorities are often competing, and the complexity of their financial world which spans business assets, personal investments, and family commitments, can feel overwhelming.  

Instead of presenting an “off-the-shelf” portfolio, we created a flexible strategy that integrated their business cash flows with their personal wealth planning. We also designed a structure that ensured family security and funding were protected, even during periods when their attention was focused entirely on the business. 

What made the difference was that aside from the technical solution we were able to implement, the client felt truly understood. We had accounted for their reality: the late nights, the boardroom pressures and the family milestones. Bespoke service is about giving clients confidence that their financial plan wholeheartedly belongs to them, not to us.

2. Using Technology to Enhance Human Relationships Instead of Replacing Them

Technology has transformed wealth management, but I believe it should be a supporting tool, not the main event. Clients don’t come to Hundle for an app; they come for trusted, expert advice. However, when used well, technology can remove friction and free up more time for meaningful conversations. 

That’s why the recent launch of our new client portal has been such a game-changer. For our busy clients, it provides seamless, secure communication and instant access to updates on their portfolios, wherever they are in the world. We can share reports, updates, and messages in real time, ensuring they always feel connected and informed, without the inefficiencies of endless email chains or missed calls. 

One client told me how much they valued being able to access their portfolio updates and reports at a time that suited them the most, be it  between meetings while travelling or taking the dog for a walk, and  knowing that if they had a question, they could send me an instant message directly through the portal. It has made our communication smoother, faster, and more effective but importantly, it hasn’t replaced the human element. The portal is there to support conversations, rather than substitute them. Clients know I am always available, and the technology simply makes that availability even more tangible.

3. The Power of a Team Approach

Finally, the most overlooked element in delivering excellent client outcomes is collaboration, and it is also what elevates service from good to exceptional. No one advisor can be an expert in everything, which is why the strength of the Hundle team is such a differentiator. Our clients aren’t just working with me; they’re gaining access to a group of specialists across investment management (discretionary and investment consultancy), wealth structuring, and family office services which extend beyond traditional wealth management to include credit solutions, end-to-end property acquisition and management, international relocation support and dedicated next-gen advisory, many of which are accessed through our vast professional network.   

This is where Hundle is at its best: combining the technical excellence of our team with a genuine spirit of collaboration. Exceptional client solutions and service don’t come from a single person, rather a collective effort where everyone is aligned around the client’s goals. 

Closing Thoughts

Providing exceptional outcomes, solutions and service for our clients is highly personal and bespoke, enhanced by technology, and powered by teamwork. It’s about creating an environment where clients feel not only well advised but genuinely cared for. That ethos runs deep at Hundle: we are independent, integrated, and focused entirely on the people we serve. 

When I reflect on that first conversation with Hari, I realise how much it shaped my decision to join the firm. We shared a belief that this industry could do better, that we must step back and look at the bigger picture for our clients  – who deserve a partner that prioritises relationships over transactions, collaboration over silos, and long-term trust over short-term wins, all with a degree of creative thinking and a touch of humour that makes them human in their approach. Every day, I see that vision being lived out here. 

Ultimately, what clients remember is not the spreadsheets or the systems, but how we made them feel. And if they feel understood, supported, and confident about their financial future, then we’ve done our job.