Our Commitments

We believe that in order to work most effectively with our clients we need to make a number of commitments. The following mutual commitments form part of our formal agreement with clients:

Our commitments to you

  • We will always act impartially and your interests will come first at all times
  • We will treat you fairly, as we would want to be treated ourselves
  • We will tell you what we will do and what we won’t
  • We will be friendly, courteous and responsive
  • We will act with integrity, honesty and openness in everything we do for and with you
  • We will be totally transparent with regard to our dealings with you
  • We will absolutely respect your confidentiality
  • We expect to develop a long-term partnership with you, to help you achieve your lifetime goals
  • We will aim to meet agreed deadlines and where we can’t we will update you as early as possible
  • We measure our success based on your perception of our service
  • If anything we do falls short of your expectations, we will refund the proportion of our fees that you consider to be appropriate

Your commitments to us

  • You will be open, frank and honest with us at all times
  • You will tell us as early as possible of any concerns you have about our work together
  • You will provide feedback about our service as this is critical to our ability to innovate and improve
  • You will promptly provide us with all the information we need to work with you on your Financial or Investment Plan
  • You will make time available to play your part in the creation and implementation of your Financial or Investment Plan
  • To the extent that they are affordable, you will make available the financial resources necessary to implement our recommendations
  • You will pay your fees with us as agreed
  • You will give consideration to introducing us to at least one other person a year who you believe would benefit from working with us

Contact us

The best way to contact us is to call on 0845 602 7875. A conversation with one of our Financial Life Planners will help you and us decide how our services are likely to be able to help you.