50 years of
We have the know-how you need.
To achieve this we:
Treat trust as paramount.
Aim to treat our clients fairly.
Consider all the elements of compliance both before a relationship starts and as an ongoing consideration. So not only the initial elements like “know your client” but ongoing compliance with insurance regulations, domicile compliance, tax regulations, and banking regulations are constantly being evaluated. Some of these areas will be outside our area of expertise but we will ensure that we have brought experts to the table to advise in specialist areas.
Integrity will set fees at the beginning of an engagement and we will make no further income from the engagement without notify you of any market inducements that may be offered to us in fulfillment of the engagement
Consider the value of time. We are committed to value your time and use as little of it as possible. By being prepared, knowing our business, efficiently asking questions, listening and follow up as appropriate we can reduce the time commitment .We value your time. The other element of efficient use of time is to commit to a time line and live up to it.
Maintain stability which is key to an ongoing relationship. By having a small highly skilled team turnover is not something you will see in you team. The level of service will always be the same because you will be dealing with the same small group of people. This consistency of personnel and service level gives a stability which is rare in the market place