Our Commitment

What we will provide for you

• First and foremost, we will act in your best interests at all times
• We will be friendly, open and honest in our dealings with you
• We will be available to answer any queries that you have
• We will respect your confidentiality
• We will develop a working relationship with you in order to provide ongoing advice
• We will ask about your long-term goals, and help you to achieve them
• We will exceed the levels of service expected of us by our regulator, the Financial Services Authority (FSA)
• We will provide timescales for you and we will inform you if these timescales cannot be met
• We will react to any suggestions or comments that you make about our service, in order to continuously improve

What we want in return

• You will provide us with the information that we need to give you advice, within agreed timescales
• You will make time available when we need your input to the advice process
• You will be open and honest with us at all times
• You will tell us if you have any concerns about our service
• You will pay us any charges that are due, within agreed timescales
• You will tell your friends if you think that they would also benefit from our services

top of page