August 2023 sees the introduction by the Financial Conduct Authority (FCA) of new Consumer Duty legislation with a focus on fair value, products and services designed to meet client needs, high levels of client service and increased consumer confidence and understanding. Over the last 4 decades we have worked tirelessly on these principles for our clients and both welcome and embrace an even greater spotlight being placed by our industry on achieving good financial outcomes for all.
Our mission is to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping our clients achieve their financial goals. We take great pride in leading the way in having these four outcomes already well and truly embedded in how we look after our customers both old and new and continue to work relentlessly on our customer experience and outcomes.
Director of Financial Planning, Ben Clapham, was asked to be a panelist on a recent webinar on creating a truly client-centric culture. VouchedFor is the UK’s leading review site for Financial Advisers, Mortgage Advisers, Solicitors and Accountants.