Over the last few years I have also focused on Estate Planning and am a member of the Society of Will Writers and The London Institute of Banking & Finance.
I believe that you can only run a company effectively if you have achieved the qualifications and been an adviser yourself in any particular specialism.
We invest heavily in technology as it is vital in today’s market to adapt to legislation changes, run an efficient business and deliver a first class customer service. I believe in “traditional ethics coupled with modern technology”. Even down to the basics, I guarantee that if a client rings any one of our companies their call will be answered.
All of our advisers and staff are experienced in the industry and receive ongoing training so that the advice a client receives is of the highest level and we embrace the FCA’s 6 principles of TCF “Treating Customers Fairly” within all of our companies