A summary of our client care policies

Our aim in looking after our clients is to provide an efficient, friendly and commercially astute service. We try to give our clients the highest standard of client care at all times. We run a small select practice and usually our clients come to us by personal recommendation. For new clients who are not introduced in this way, and in order to comply with the Financial Services Act, we will require references.

We try to ensure that the letters and any documents we prepare are written in good plain English and that we are equally clear in any discussions we have with our clients.

If anything we do for our clients does not reach the expected standard, all we ask is that our clients let us know about the problem quickly. We then do what we can to remedy that problem. We like our clients to speak freely to us about any concerns they might have.

Questions are usually quick - but as the questions always relate to a problem, the answers need thought and take a little longer. Clients who give us a good brief or summary of their problem are likely to make more effective use of our time, keep down the costs and receive better value.

Sometimes the pressure of several urgent client matters occurring at the same time can cause unavoidable delay in dealing with work for other clients. All our clients are special to us and if any client is concerned about any delays, we ask them to contact us and let us know.