Our commitment to you
We will:
- Deliver our service with integrity, honesty and impartiality at all times
- Treat you fairly, as we would want to be treated ourselves
- Be attentive, friendly and polite
- Always be passionate about helping you to achieve your financial objectives
- Be totally transparent with regard to our dealings with you
- Be a pro-active and valuable partner in a long-term working relationship
- Continually innovate and embrace forward-thinking financial planning concepts
- Strive to meet agreed deadlines and will keep you updated on progress along the way
- Measure our success on your satisfaction with our service
Your commitment to us
We would like you to:
- Be open and truthful in discussing your financial affairs with us
- Provide us with accurate, complete and up-to-date information relating to your Financial Plan
- Always be comfortable in asking for clarification or assistance where it is required
- Inform us at the earliest opportunity of any concerns you may have about our work together
- Return paperwork, telephone calls and emails in a timely fashion
- Make the necessary efforts to help develop an enjoyable long-term working relationship with us
- Consider introducing other people to Chamberlyns if you have been pleased with our service
Please feel free to contact us if you feel you would benefit from working with Chamberlyns.