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?
Ongoing support – as and when you require it. We realise that financial planning is not static and issues arise so 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

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