We believe that an Advisor should always put the client first when providing service and advice on financial products.
Our promise to our clients is to:
- Act with honesty and integrity in all dealings with you. In return, we expect the same from our clients.
- Find out what your goals and needs are.
- Identify if we believe these are realistic.
- Make recommendations that are always in your best interests.
- Ensure that you have understood our recommendations. Similarly, if you do not, please tell us.
- Explain the implications of our recommendations so that your taxation, social security and any other financial circumstances are understood.
- Inform you of any fee/charge payable by you as a result of adopting our recommendations.
- Respect the confidentiality of our clients and any information, communications between us.
- Review you financial plan and progress at least annually to confirm that it continues to meet your individual circumstances, needs and objectives.
Please follow the link to learn more about the services we provide.
For more detailed information on various financial services and products, visit our education page.