OUR COMMITMENT TO YOU

Over the years we have noticed that it is not actually that difficult to stand out from the crowd. Our long-standing clients take it for granted that the services we provide such as our Lifestyle Financial Planning and Tailored Advice Solutions are exceptional—but what surprises us is that it’s not those things that keep our clients loyal to us. Instead it’s the basic things that keep us ahead of the competition… the things that should go without saying:

 

  • To always put your interests first and treat you as a real person
  • To offer unbiased and impartial advice at all times
  • To act entirely on your behalf
  • To act professionally in our dealings with you
  • To keep our knowledge up to date by undertaking Continuous Professional Development
  • To provide a report explaining our reasons for any recommendations we make to you
  • To offer you an ongoing review service to ensure your financial plans stay on track 

 

Additionally you can be assured that if we say a piece of work is going to cost a certain amount—that’s what it will cost. If during the course of a project something changes or additional work comes to light that may impact on the final cost we will always let you know and get your approval before continuing. You will never receive a bill from us that you have not previously agreed to.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Future Associates LLP is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority

Our Branches

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28 Pinewood Road

Highcliffe

Dorset

BH23 5PJ

 

Tel: 01425 629620

e-mail: ianprimmer@financialfuture.co.uk

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2a Tower Close

Liphook

Hants

GU30 7AS

 

Tel: 01428 724859

e-mail: richardjames@financialfuture.co.uk

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