We are on our client’s side, no question. We are independent and have no commitment to any of the investment providers, we work for clients. We will tell them what we think in perfect candour. We understand that advising clients on what not to do is often more important than telling them just to take up an additional products and services.

We will succeed if our ideas are the best; our execution of those ideas and our service to clients are second to none; and if we attract the best people and give them the encouragement and opportunity to develop their talents.

We will succeed if we are committed to an open environment that prizes diversity of opinion and encourages every one of us to independent thought and objectivity.

Our ratio of financial professional to clients is below the industry norm, which means we have more time to provide competent holistic advice. We will always maintain the highest level of professional qualification. We will support education and training efforts of our staff.

Our word is our bond. If we say we will do something, not only will we get it done, we will do it in a timely effective manner, always acting in clients’ best interest. Helping clients grow their wealth is an important part of what we do.

We will communicate with clients in an open, fair and not misleading manner. We embrace all of the Financial Conduct Authority principle on “Best Advice” and “Treating Customers Fairly”.