OUR  10-POINT  CLIENT CHARTER

 Treating Customers Fairly
 
• We offer a personal, bespoke service to each client to meet individual needs

• We will respond to your telephone messages or emails within 24 hours

• We offer at least one review meeting every year - please contact us to arrange when this is most convenient for you

• We are flexible in when and where we hold meetings - it is your decision as to the day and time, also whether we meet at your home or business premises, or at our offices, or at any alternative venue you choose

• We agree all fees and charges in advance following an initial cost-free meeting

• Fees and charges remain open to ongoing negotiation in future years

• We only offer advice once we have taken account of your circumstances and can therefore be sure that the advice we give is suitable for you

• We will inform you  of any changes that may affect you over the term of your contracts

• We will keep your funds under review and discuss fund changes with you, making recommendations as appropriate

• We will always act in your best interests and treat you fairly