Our Commitment To You

We promise to place your interests first. We will suggest a plan that matches your personal financial goals and is in line with the level of risk you feel comfortable with. We will get to know you and your needs.

We promise to understand your situation and listen to your specific needs. We will always take this into account when suggesting your financial options and discussing your financial wellbeing.

We promise to treat you fairly, regardless of identity, age, gender, race, sexual orientation, disability, religion or belief.

We understand that in some situations you may feel vulnerable and we promise to treat you with sensitivity and understanding. Your confidentiality will be maintained throughout and we comply with the Data Protection Act 2018, The Equality Act 2010, Consumer Protection Regulations and the Mental Capacity Act 2005.

All our advisers are full trained and provide a professional service that is scrutinised and regulated. We will continue to check that you are happy with our service and approach throughout your time as a customer.

We will proactively review your financial plans with you helping to ensure that they continue to meet your needs despite changes in your lifestages and circumstances. We will support you throughout your financial journey.

We are committed to the Consumer Duty Regulations as outlined by the Financial Conduct Authority. You can access the full document here