“Our aim is be one of the most respected and approachable financial services practices in Surrey. Delivering professional financial advice, satisfying the aspirations of both The Centre Court Partnership and exceeding the expectations of our clients.”
To provide the best possible service available to our clients in order to help them achieve their financial goals and to create an environment to attract, excite and retain exceptional people to do this.
We will ensure that our advice is of a high professional standard and takes full account of each client’s individual circumstance and attitude to risk. Our advice will always be of a high calibre supported by the appropriate professional qualifications.
We undertake to treat our clients fairly. Our literature is clear and not misleading; we will fully explain our status and terms of business. Any reports will be clear and explained to our clients without the use of jargon.
We use products and services recommended by Openwork. We aim to service our clients to an agreed strategy according to their needs and our ability to provide this service.
We will keep our clients informed and provide the appropriate advice through marketing strategies appropriate to client’s requirements where known.
Our clients can be assured that we will assist their after sales needs, including claims and complaints, and we will respond promptly to any queries or concerns that they may have.