Key clients' Charter of Rights
This is at the heart of our personal and transparent service.
- The Right to the highest quality services
- We will succeed by never compromising on quality, reliability, or responsiveness. When we say we will do something, we do it.
- The Right to personal service
- Our appointed manager will personally undertake the administration for each client and their family, and know them as individuals.
- The Right to continuity
- To ensure clients have minimal personnel changes, we reward and encourage our people, as members of a mature team with an interest in the business.
- The Right to fee certainty
- Each client is given a written Service Agreement with a Fixed Fee quotation. We do not time charge.
- The Right to change arrangements
- We always listen to our clients, and will adjust our service to match changes to their objectives.
- The Right to share knowledge
- We will clearly explain, report and inform our clients in all we do. We invest time and effort to ensure our personnel have extensive industry knowledge and share this information with our clients.
- The Right to personal meetings
- We best understand our clients by meeting with them, delivering a personal report and ensuring that we fully appreciate their current needs and future plans.
- The Right to benefit from experience
- We only employ experienced and professionally qualified people. We will not employ juniors to deliver client service.
- The Right to feel special
- We will maintain the personal touch by rendering a service that is enjoyed both by the person delivering it and the person receiving it.
