Client stories – Chartwell

Requirement

Starting life as Cavendish Grant in 2000 and now operating as The Chartwell Group following their successful acquisition of the Chartwell in 2005, The Chartwell Group is an Independent Financial Advisors with an ethos of building excellent, long-term client relationships based on the development of its employees. At the time of enlightenHR’s initial involvement with Cavendish Grant, they employed approximately 25 people and were looking to expand through the takeover of another IFA. To assist Cavendish Grant in improving its management of its people, they were looking to update their Contracts of Employment and introduce an Employee Handbook to ensure consistency, clarity and fairness across the business. Additionally, Cavendish Grant was looking for ongoing support with people matters generally, including employee relations advice when managing difficult situations plus manager and employee training in a range of skill areas. A particular requirement at that time was support to the Managing Director in relation to the acquisition of the new business.

Solution

Cavendish Grant retained enlightenHR to rewrite Contracts and Handbooks and to assist with the integration of these to the business. In addition to telephone support, enlightenHR provides 2-half days per month, onsite support to the Cavendish Grant team covering a range of employment matters. enlightenHR also provided support, both onsite and on the telephone to the MD with the TUPE process as the acquisition progressed. Alongside this, a training and development plan was devised for Line Managers within the business to provide support in appraisals, discipline and grievance, interview and selection skills.

“Having a quality HR resource available when you really need it has been invaluable to Chartwell. Alison has supported us through two acquisitions, ensuring that the process has gone smoothly and that the integration has been successful and rapid. Additionally, Alison has been instrumental in helping us to identify our organisational values and embed those in the business through our training, recruitment and appraisal systems. In the time that Alison has been working with us, we have grown our business from 30 to 100 people and Alison has helped us develop one of our team to become our HR Manager. Alison’s role now is coaching and supporting our HR Manager and the senior team to successfully fulfil the business strategy, dealing with the more complex technical HR issues and development and execution of the HR strategy. I have found the cost of employing enlightenHR to be extremely good value and everyone in the organisation has benefited directly or indirectly from having a senior HR professional involved in the business. I have recommended Alison and enlightenHR to a number of our corporate clients as I can see what a difference it can make to a business. Well done and thank you.”

Jim Grant, CEO, Chartwell Group Ltd

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