Client Charter


  • We will always act with honesty and integrity towards you.
  • We will take the time to fully understand your individual circumstances, goals and views.
  • We will always aim to give you the most suitable advice ~ even if it means losing your business to a competitor.
  • We will never give you the “hard sell” and will let you make up your own mind in your own time.
  • We will explain fully the true cost, benefits and consequences of any product or service we recommend to you.
  • Your personal information will always be treated in the strictest confidence.
  • We will always explain paperwork to you in a way that you understand.
  • All of our staff will be professional and courteous to you.
  • If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.
  • We believe in building long-term relationships with our clients.
  • We will try to maintain a level of service that you are happy to recommend to others.