Client Charter

Relationships

• We commit to building long term relationships with our clients
• We aim to treat our clients the way we would wish to be treated
• All client matters are dealt with on a professional and confidential basis
• We will do our very best to ensure that your investments are managed effectively

Advice

• We provide advice relevant to our clients' particular circumstances and objectives
• We provide innovative and effective solutions to clients
• We regularly inform our clients of the latest news and developments
• All advice given will be confirmed in writing

Service

• We provide clients with our direct contact numbers to be as accessible as possible
• We commit to returning all calls and e-mails within 24 hours, and within the same day whenever possible
• If we make promises, we keep them
• We will agree a pattern of regular contact with each client to review their objectives and discuss any new issues as they arise
• We will put things right as quickly as possible should we fail to live up to our promises or make a mistake