1. We will be the best Financial Advisers for you
We pride ourselves on our integrity, transparency and honesty and will provide our clients with a wholly independent and holistic financial planning service to cater for all their financial needs. We will ensure that they receive an exceptional financial planning service.
2. We will add value
We will only work with a client where we feel that we can add real value to their financial situation and provide an exceptional service.
3. We will build a relationship built on trust and transparency
We will build a long-term relationship with our clients built on mutual trust and respect.
4. We will be open and upfront about fees
We will take the time to explain our fees and make them simple to understand and compare. We will always provide you with a full breakdown of fees before we commence any work on your behalf.
5. We will keep things simple
We will present our advice to you in a simple and concise manor. We will provide you with a reasons for recommendation report for every piece of advice we give to you to explain to you why the advice we have given is suitable for you.
6. We subscribe to a formal code of ethics
As members of the Chartered Insurance Institute (CII) we comply with the CII’s Code of Ethics. A copy of which is available on request.
7. We will keep our promises and keep in regular contact
We will provide you with the service we have agreed at outset and will keep in regular contact with you. Whether that is a simple commitment to call back at a certain time or an explanation as to how an investment should perform we will stay in touch.
8. We will treat people fairly
We embrace diversity and will work with people regardless of race, religion, beliefs, sex, age or disability.