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The Chartered Insurance Institute (CII) Code of Ethics sets principles which all staff members should follow in the course of their duties. We must:

  • Comply with the CII Code and all relevant laws and regulations.
  • Act with the highest ethical standards and integrity.
  • Act in the best interests of each client.
  • Provide a high standard of service.
  • Treat people fairly regardless of:
  • Race or Racial Group
  • Sex or Sexual Orientation
  • Religion and Belief
  • Age
  • Disability

Core Values and Business Practices

Our Aims are:

  • To treat clients with sensitivity and confidentiality
  • To listen to our clients’ needs and provide recommendations to meet those needs
  • To establish and develop lasting client relationships
  • To keep clients informed during the advice process
  • To review clients’ investments on an annual basis
  • To be clear about the suitability of recommendations made
  • To ensure that all reports and documents are clear and not misleading
  • To keep abreast of all market and regulatory changes
  • To maintain a positive, friendly and enthusiastic working environment