Advice should be impartial and independent:
- We are a fee-based financial planner and have been for several years.
- We are independently owned and not influenced by any provider.
- We research the whole market to select the most appropriate solutions.
We demonstrate the highest standards of professionalism consistently:
- We maintain our expertise through continuing professional development.
- We are committed to, and abide by, the Code of Ethics and Conduct of the Chartered Insurance Institute.
Every client is an individual:
- We appreciate the importance of treating every client as an individual.
- We design bespoke strategies for every client.
- We design tailor-made investment solutions, based on each client’s attitude to risk.
Financial-planning is an ongoing process:
- We seek to establish long-term relationships with each client.
- We work in partnership with clients.
- We deliver a regular review service – to keep clients on track towards their goals.
Clients have a right to a high-quality service:
- We believe that clients should receive the highest-quality service.
- We always set out to deliver what we promise.
- We work exclusively for the benefit of our clients.
Delivering client outcomes is our number-one priority… our sole purpose is to help you to achieve your goals.