Sussex-based Skerritt Consultants is considering running public open evenings for prospective clients in a bid to drum up new business.
Investment director Andrew Merricks says the "informal" events may be more inviting to members of the public who may be sceptical about visiting a financial adviser.
The company already runs a seminar programme for existing customers, as well as for accountants and solicitors, but wants to roll them out to the general public. Open evenings, Merricks says, could be the first step to doing that.
"It is just an idea but open evenings would be more informal and then we can gauge their popularity," Merricks says.
"Rather than going ahead and booking a big venue and then have six people show up, this would be much better. People could just turn up."
Merricks says the business is cooling its acquisition plans as it focuses on integrating the two businesses it purchased last year: Watkins Oram and Huntington Investments. The Huntington acquisition enabled Skerritts to open offices near Cannon Street, London.
"We have not been looking," he says. "You have got to be really, really sensible about not biting off more than you can chew. Every purchase is complicated and you have to spend time cultivating relationships with the new clients.
"You can not hurry these things and it has gone extremely well so far."
What made financial headlines over the weekend?
Q2 net sales dropped almost 50%
‘Important to have an anchor’
Lack of innovation for solutions