As a member of the Institute of Financial Planning we sign up to the code of Ethics and Professional Advice. Full details of this can be found at www.financialplanning.org.uk

We believe that the process of Financial Planning is a two way commitment, and our commitment to our clients is:

• We put your interests at the heart of the process
• We will act with honesty, integrity and professionalism
• We will be open and transparent in our dealings with you
• You have a right to be treated fairly
• We will treat your data with absolute confidentiality and privacy

In return for our commitment, we expect out clients to provide the following commitments to us so that we can work effectively together to achieve your goals:

• To provide us with full facts about your financial circumstances
• To fully engage in the financial planning process
• To return documents to us in a timely manner
• To meet with us during normal working hours
• To pay our agreed fees in a timely manner