What we expect from you:

• We require accurate information from you in order for us to be able to complete the work in the agreed timescale
• We value genuine feedback about the financial advice process including any concerns you may have
• Loyalty is important to enable us to provide all of your financial advice over the longer term
• As a company we work on a recommendation basis and would ask you to refer us to other people and organisations who may benefit from our services
• By appointing us, you agree to listen to any advice we give and our reasons for doing so, even though you reserve the right not to act upon it