Over the years we’ve laughed with our clients and shared some tears - we are here for you and your family for all the ups and downs life can throw your way. Our promise...to help you plan, live and love live and help you make your financial goals and aspirations happen!
Here are a few of our other service promises...
- To offer a highly personalised, tailored experience based on the best interests of our clients and their financial wellbeing
- To strive to offer you peace of mind and security for the future by making your money work harder for you
- To listen carefully and understand your goals and aspirations to offer well-thought through advice and solutions and challenge the status quo if required
- To communicate openly and honestly throughout our professional relationship to keep you informed on all issues and services which may impact your financial security. One way we will do this is via our E-Briefing Service – you can simply register to this service putting you in control of the information you receive
- To review your personal circumstances and financial affairs regularly, helping to continually meet your objectives and goals
- To fully utilise our relationship with St. James’s Place (one of the leading UK Wealth Management companies) and their distinctive approach to investment management to help you build a sound and secure financial future. St. James's Place also guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group. More details of which are set out on the Group's website at www.sjp.co.uk/products
- To liaise where necessary and when required with our clients existing solicitors, accountants and other professional advisers
- To build and enhance our expertise and knowledge by continuing to develop our technical skills through further study and research
- To continue to build our business and client service experience around what our clients need and want
- To request feedback after every separate transaction you have with us so we can constantly develop and improve our client service experience
- To strive to make every dealing with us informative and enjoyable – whether it’s a happy or sad situation or circumstance we pride ourselves on our caring, passionate and reliable approach to servicing our clients with a smile – we are here for you!