Our Commitment to You

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Integrity

All advice will be tendered in an honest manner with full disclosure of all relevant information. We will conduct our affairs in accordance with both the letter and the spirit of the law.

 

Objectivity

We will always be, and be seen to be, free from any interest that may detract from objectivity when dealing with clients’ financial planning. We will always ensure that our interests are subordinate to the interests of the client. Any potential conflict of interest will be disclosed at the earliest opportunity.

 

Competence

We will continuously endeavour to maintain and improve our professional competence. We will only undertake work in areas in which we consider ourselves to be competent.

 

Confidentiality

Information acquired during the course of our professional work will not be disclosed except where a client authorises us to do so or where we have a legal duty to do so. We will never use, or appear to use, such information for the advantage of either us or for a third party.

 

Courtesy

We will conduct ourselves with courtesy and consideration to all with whom we come into contact in the course of our professional work. We will seek to maintain helpful relationships with members of other professions or disciplines.

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Profession

We will not engage in any conduct or activity, the consequence of which would bring the profession or it’s professional bodies into disrepute.