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Our Core Values
We have developed ten ground rules that guide how we operate with you, our client and with each other within the team, and how we will deal with other people and how we expect people to behave with us.


Professionalism: – punctual, competent, ethical, dressed appropriately, helpful and approachable.


Courtesy: honest and respectful in all dealings with all people.


Integrity: we will do what we have agreed to do and if we can’t we will communicate and explain.


Positive: a “can do attitude” and if we don’t know, we will find out.


High standards: expected of ourselves, clients, suppliers and technology.


Enjoyment and have fun: it’s not just about the money. We want a happy friendly working environment.


Continually improve capability: technical knowledge, competence and unique ability.


Creativity and innovation: getting results by thinking differently.


Results: we get results for clients and expect to be remunerated fairly.


Transparency: we will be curious and questioning because good planning starts with the truth.


These can all be distilled down into just four RULES, which are:

  1. Show up on time

  2. Do what you say you will do

  3. Finish what you start

  4. Say please and thank you


The bottom line is that these are the standards to which we hold ourselves and others.

Your commitment to us
The best results are achieved by working together. We would therefore ask you to:

Provide us with all of the information requested within the timescales agreed with you.

Keep us updated with any changes that occur to your circumstances as and when those changes occur.

Settle your fee account promptly.

After you have experienced our service, we would really appreciate you recommending us or providing a testimonial..

We greatly appreciate your trust and partnership, and look forward to a very satisfying and productive working relationship.

The Personal Finance Society – Code of Ethics
As a full and active member of The Personal Finance Society, which is the main professional body for financial planners and financial advisers, we are also committed to adherence to their stated Code of Ethics.


We, therefore, agree to abide by the Five Core Duties that are implicit in the Code of Ethics:

  1. You must comply with this Code and all relevant laws and regulations.

  2. You must act with the highest ethical standards and integrity.

  3. You must act in the best interests of each client.

  4. You must provide a high standard of service.

  5. You must treat people fairly, regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion and belief, sex, and sexual orientation.

“The value of your investments can fall as well as rise and is not guaranteed”.

Award winning independent financial advice you can trust.

Fellow of The London Institute of Banking & Finance
STEP Financial Advisor Team of the year
Citywire top 100 logo


Financial Vulnerability Charter Logo
Consumer Duty Alliance logo
RQ rating logo
cyber essentials logo
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