COMPANY CHARTER AND MISSION STATEMENT
We believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we can offer an optional comprehensive ongoing review service designed to create real value for our clients.
1. What you can expect from your adviser
Your adviser will:
- Explain proposals in clear and simple terms, without using jargon
- Take time to fully understand your circumstances and attitude to risk
- Explain proposals in clear and simple terms, without using jargon
- Provide you with clear and concise proposals in writing
- Not put you under any pressure to proceed with those proposals
- Fully explain and confirm in writing the costs of advice given and how those costs will be paid
2. Support, provision of information and ongoing communications
Your adviser will be able to help you with your queries by telephone and email
- Advisers and staff will be friendly, courteous and helpful
- Advisers and staff provide information and services within an agreed timescale
- We will offer you the option of an ongoing review service and confirm this in an individual service agreement
- Our letters, brochures and other communications will be laid out in a clear and plain English format
3. Your overall experience
- We will provide a ‘value for money’ service
- Advisers and staff will treat you fairly at all times
The Financial Conduct Authority does not regulate some forms of Buy to Let Mortgages, Wills and Estate Planning, Accountancy, Trusts and Taxation advice.