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About Us
Alan was invited to a social meeting at 10 Downing Street and coudln't resist taking this quick photo outside!
As a personal financial planner, I undertake: to behave with responsibility and integrity in all aspects of my professional life, acting in a courteous, honest and fair manner at all times, always putting the interests of my clients before my own and affording them priority over the interests of others whilst fully taking account of my wider responsibilities to society as a whole.
In so doing, I will at all times:
- make the legitimate interests of my clients paramount
- conduct my professional activities with due skill, care, diligence and competence, declining any engagement for which I am not competent unless I have access to such advice and assistance as will enable me to carry out the work competently.
- comply with relevant rules and regulations and observe standards of professional good practice
- be sensitive to, disclose and fairly manage all conflicts of interest
- convey formation and recommendations that are accurate and relevant, in an understandable, effective and constructive manner
- act objectively and recommend solutions that fit the client's situation.
- safeguard client confidentiality unless subject to conflicting regulatory and or legal obligations.
The profession of personal financial planner requires practitioners to be open, honest, responsive, accountable and committed to acting competently, responsibly, reliably and fairly, in all professional relationships. [BS ISO 22222]