Chartered Financial Planners
- We will comply with this Code and all relevant laws & regulations.
- We will act at all times with the highest ethical standards and integrity.
- We will always act in the best interests of each client.
- We will act in a fair and reasonable manner at all times.
- We will communicate with clients in a way that is accurate and straightforward.
- We will treat people fairly regardless of: race or racial group; sex or sexual orientation; religion or belief; age; and disability.
- We will deal with all third parties in an open, clear and co-operative manner.
- We will support and encourage all employees to follow a personalised professional development programme.
- We will ensure our knowledge and expertise is kept up-to-date and relevant for our work including meeting any Continuing Professional Development (CPD) requirements.
- We will act with all due skill, care and diligence.