My belief has always been to build relationships there must be trust, and this is something that can only occur over time. In the ten years I have worked within financial services I have stuck to the following principles:

I care about the advice I provide and always seek to understand you, what it is you want to achieve, and the timescales in which you wish to achieve them.

I provide personal advice tailored to you, and not ‘off the peg’ solutions.

I will spend as much time as is needed to ensure your understanding of the recommendations I make, together with the advantages and disadvantages.

I will always make recommendations considering your tax situation.

I will endeavour to meet with you at least once a year to review your overall financial planning.

I will always be available by phone/email and will respond to any calls or requests made in a timely manner.

I want you to be pleased with my advice and the service levels I provide, and for you to become a long term client of mine.