What Can You Expect From Us

 

We have adopted the same Code of Ethics and Professional Responsibility as set out by both the Financial Planning Association, and the CFP Board. It is as follows:


 

Integrity

Provide professional services with integrity.

Objectivity

Provide professional services objectively.


Competence

Maintain the knowledge and skill necessary to provide professional services competently.


Fairness

Be fair and reasonable in all professional relationships. Disclose conflicts of interest

.

Confidentiality

Protect the confidentiality of all client information.


Professionalism

Act in a manner that demonstrates exemplary professional conduct.


Diligence

Provide professional services diligently.