Fiduciary Wealth is a values driven business and has a written statement of values that all our staff believe in, which are based on the overriding principle of putting the customer first. If this is the type of organisation you would prefer to be associated with, whether as a an employee looking to enhance their career, an introducer looking to find a partner to deliver solutions to your clients or a customer looking to obtain the very best financial planning advice then we will be very pleased to hear from you.
So what are these values?
We will only recommend services and products to our prospective clients where we believe that these are provided by reputable companies at a reasonable cost. We will only recommend products from companies that can demonstrate an acceptable standard of administration and on-going support and care.
All prospective clients will be provided with clear information and will be kept appropriately informed throughout the entire sales process and beyond.
All prospective clients can expect to receive suitable and appropriate advice regarding their wealth management needs that fully takes account of their circumstances. All recommendations and letters of advice will be made using the “four eyes principle” where a Director or Manager will review and countersign to comply with regulatory requirements and good business practice.
Prospective clients will be provided with written confirmation of any fees and commissions in respect of the financial advice services we provide and recommendations that we make. We will never set out to be the cheapest provider in the market place nor will we be the most expensive. We believe in setting a fee structure which benefits both the firm and the customer and encourages a long term mutually beneficial relationship.
Post sale customers can expect the same standard of service and ongoing commitment from all departments within our organisation.