Our client charter

You also enjoy the reassurance that comes from knowing each of our advisers abide by our client charter:

  • We aim to provide a fully comprehensive service to all of our clients
  • We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
  • We continually strive to improve our professionalism through personal development
  • We follow the principles of Treating Customers Fairly
  • If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
  • Our processes and procedures follow the guidelines as laid down by our business support network, Intrinsic.
  • We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received we will do our best to put it right.