Code of Ethics

In working with our clients we aim to operate in the spirit of the Personal Finance Society’s Code of Ethics.

  • We are committed to maintaining the highest standards of service and at all times we will act with honesty, integrity and transparency.
  • Our decisions will be made with a clear understanding of our clients’ needs, priorities, concerns and circumstances.
  • All clients will be treated as individuals, in accordance with the principles of Treating Customers Fairly.
  • We will always act openly and fairly in our dealings with clients.
  • We will respect confidentiality.
  • We will take all essential steps to ensure all advice is accurate and suitable for the individual client.
  • We will act with skill, care and diligence.
  • We will constantly review our practices to ensure our advice is fair.
  • We will ensure we adhere to regulatory standards and principles and maintain high professional standards.
  • We will provide our expertise to help our clients make capable, confident and informed decisions.
  • We strive always to provide the highest quality advice, never losing sight of each client’s individual objectives.

By operating in this manner, we aim to build a mutual respect in order to nurture life-long relationships with our clients.