We truly put our clients at the heart of our business and provide a genuinely client-focused service. We ensure we deliver on nine core commitments to our clients:
1. Providing highly experienced and qualified personal face-to-face financial advice
2. Understanding your financial circumstances and objectives.
3. Focusing on your priorities
4. Affording you the opportunity to review your financial affairs regularly
5. Ensuring that your investment plans are reviewed regularly
6. Agreeing an on-going servicing framework with you
7. Ensuring that our correspondence and literature is clear and easy to understand
8. Encouraging and listening to your feedback
9. Ensuring that our dealings with you are always sensitive to your particular needs
If we meet or exceed your expectations, we believe that not only will you become and remain a satisfied client but that you may also become an advocate for the services we provide and commitments we make.