What you can expect from us

Our Commitment to you:

• You will always receive a friendly, courteous and responsive service from us.
• We will act with integrity, honesty and openness in everything we do for and with you.
• If you ring, we’ll ring you back.
• If you email us, we will respond within 48 hours.
• Value added for your money – if we can’t put more pounds in your back pocket than you are going to pay us, then why would you deal with us?
• On going support – as and when you require it. We realise that financial planning is not static and issues arise. You will have someone to call to consult.
• We will absolutely respect the confidentiality of our working relationship
• We expect to develop a long-term partnership with you, to help you to achieve your stated goals in the timeframes you require.
• We will meet the deadlines we set. Where circumstances may be outside our control, we will let you know well in advance and also state the amount of expected delay.
• You are the sole judge of our performance. We believe totally that your perception of our performance is a reality.

Your Commitment 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 continuing ability to innovate and improve.
• You will give us all the information we need to work with you on your financial plan, within the timescales we agree with you.
• You will make time available to play your part in the delivery of your financial plan.
• You will pay your account with us as agreed.
• You will give consideration to referring us to at least one other person who you believe would benefit from working with us.

....because Wealth Matters

The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.