Our clients are the heart of our business and we strive to give you the best possible level of advice and service at all times.
Our aim is to ‘deliver service so good that you recommend it to your friends and colleagues’. We have therefore laid out a Service Charter showing our intentions for the service levels you experience.
Professional financial advice
You will only ever receive advice from fully qualified and well trained advisers who are regulated by the Financial Services Authority. All our advisers are monitored and required to maintain their technical knowledge and expertise through Continuous Professional Development (CPD). This commitment gives our clients the comfort and peace of mind that they are receiving the best advice from well trained professionals.
Long term support
Many financial plans fail because they are not reviewed and updated in the light of any changes to personal and economic circumstances. This often occurs because of poor service standards after the initial advice process. Whilst we realise that not everyone will require ongoing service, we have made a commitment to offer continued support for as long as you require it.
Transparent and flexible payment options
You decide how we are paid and this will be discussed openly with your best interests in mind. We give you the option of paying for our advice by fee’s, commission or a combination of both depending upon your budget and circumstances.
Understanding all of your options
We will ensure that you fully understand all of your options and we will respond to any requests for advice or clarification.
Total confidentiality
All meetings, discussions and dealings with us are carried out under the strictest confidence and protected by the Data Protection Act.
Commitment to plain English
We will ensure all communications to you are in ‘Plain English’ and will avoid the use of industry jargon where ever possible.
Commitment to saving you time
We will work to minimise the time you have to spend on the understanding and managing your finances.
Communicate changes
We will keep you up to date with any economic, legislative or product changes that may effect your finances and advise if any action is required.
Complaints procedure
As a service based business we try to get things right first time. However, if you are unhappy with any aspect of the advice you receive, you can make an official complaint. You can do this by telephone, by email or in writing.
If you have any further questions about our advice services please feel free to contact us.