Our business objectives and principles speak volumes about who we are and what we stand for
- preserve our clients' capital
- achieve superior investment performance for our clients
- operate with integrity in everything we do
- deliver the very highest standards of customer service
Integrity and Objectivity
As a member of the Personal Finance Society, we adhere to a strict code of ethics, which includes the following points:
- Act with the highest ethical standards and integrity.
- Act in the best interests of each client
- Provide a high standard of service
- Treat people fairly
We charge on the size of your funds, ensuring that our interests are aligned with those of our clients. We do not act as custodian for our clients' assets.
We manage money and we do it with absolute integrity and objectivity, keeping our clients' interests front and centre at all times.