• Wealth Management
    & Employee Benefits:
    0345 241 6500
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Our promise to you

Providing service excellence

Our clients are the core of our business and providing you with a service to the very best of our ability really matters to us. 

Therefore we have stated our service commitments to you, a selection of which is set out here, but please feel free to contact us if you would like to discuss our customer service agreement in more detail.

We will:

  • Respond to all telephone calls and emails within one business day
  • Act with integrity and honesty at all times
  • Respect your confidentiality
  • Accept all feedback as an opportunity to improve our service
  •  Be friendly, courteous and responsive at all times
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Our team of consultants are here to help you with your wealth management needs.

call us on:

0845 241 6500

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