Would you like to deal with a values driven business where customer service and long term relationships are more important than quick wins at the expense of the client? Below we set out our core principles and values and would like to ask you if that looks, sounds and feels like the type of wealth management organisation and financial advisers that you would like to do business with?
If that is the case why not make an appointment to discuss your requirements with a certified financial planner. If you know anyone that you feel would also benefit from this approach please forward this information to them.
Our clients can be confident that they are dealing with a company where the fair treatment of customers is central to our corporate culture. The value of integrity resonates throughout our whole organisation and is paramount to the way we go about our business.
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 that 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 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.As always the proof of the pudding is in the eating. Please contact +34900102374 or email firstname.lastname@example.org for an initial consultation.