The Client  

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 

The company were in the process of relocating its office and they reached out to Dave Cribbs, Account Manager at Babble, seeking advice and guidance on how to smoothly transition their telecom services whilst maintaining uninterrupted client connectivity and minimizing disruption. 

The Solution  

Dave recommended transitioning the primary telecoms system to a flexible and highly efficient cloud-based VoIP telephony solution.  With pre-configured equipment, a comprehensive pre-install survey and ongoing technical support package, this gave RAFP a highly flexible system that could move and grow with their business. 

Rose Associates remain a loyal client of Babble, enjoying comprehensive account management services for their telecoms, mobile and energy billing needs, which has greatly benefited their operations. 

Client Feedback 

“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 

Company size <5 
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