Core values

Teamwork. Trust & Integrity. Professionalism.

We take a long term view

  • Teamwork – we believe in a collaborative approach, two heads are better than one
  • Trust & Integrity – we invest our own personal pension funds in the same strategies we recommend to you
  • Professionalism – we are committed to developing our skills and knowledge


Treating customers fairly

We believe that ‘treating customers fairly’ is about offering a first class business service to ensure a suitable/fair financial outcome. Our clients should be assured that this belief is embedded in the culture of our team.  

  • We are open about the way we carry out our business and how we are paid.
  • We welcome customer feedback on a regular basis.
  • We encourage all our staff to continue with their professional development.
  • Our business is about our customers, and we are always conscious of this.
  • We look at all areas of our business on a regular basis to ensure that:
  • Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
  • We consider our customers when promoting new services and products and ensure that they are relevant to them.
  • Our customers are provided with clear information and we keep them informed before, during, and after the initial advice.
  • Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
  • We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard.
  • We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.

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