Client Care Charter

Our promise to you

We understand how important it is that we continually review and improve the services we provide to you. Our Client Care Charter outlines what you can expect from us and is our promise to you.

Accessible and approachable

We will always provide you with at least two points of contact and the option to contact us by phone, in person or online.
Clear and concise

We believe in providing clear advice and effective solutions and will always avoid ‘jargon’ in our correspondence with you.
Professional and unbiased

We are proud of our independence and promise to act for you with impartiality and without prejudice.
Honesty and trust

We will always act with discretion and integrity and are committed to putting your interests first and foremost in everything we do.
Transparent and fair

We will clearly explain our pricing structure from the outset and will never act on your behalf without your agreement.
Listen and improve

We regularly seek feedback from our clients and use this feedback to improve our service whenever we can.
Timely and efficient

We promise to respond promptly to your enquiries and to resolve any issues that you may have efficiently and professionally.
Tailored and personal

We will always take the time to understand your individual needs and deliver insightful advice tailored to you.

Questions on Client Care?
To find out more about our Client Care Charter, or to discuss any aspect of our service, please call us on 0330 0586 559 or email.
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