What we believe in...

  • Our belief is that clients prefer us to take responsibility for client asset management, not to delegate this to third parties.
    (When asked if the above value concurred with their own experience of AFWM Ltd, 100% of respondents either strongly agreed or agreed)*

  • We should not be afraid to give bold investment advice which we fundamentally believe is in clients' interests. Our task is to communicate the logic for such advice with the client.
    (100% of respondents either strongly agreed or agreed)
  • To develop our service entirely on customer need rather than business interests.
    (98% of respondents either strongly agreed or agreed)
  • Never to engage in strategic investment alliances - our duty as independent financial advisers is to have a one to one strategic alliance only with clients.
    (96% of respondents either strongly agreed or agreed)
  • Our duty is to provide long-term service and only to conduct new business when wholly in the interest of the client.
    (98% of respondents either strongly agreed or agreed)
  • Where no new business needs to be written - to end an appointment happy that a good job has been done.
    (96% of respondents either strongly agreed or agreed)
  • All clients will be treated with the same courtesy irrespective of wealth or budget.
    (96% of respondents either strongly agreed or agreed)
  • Always to provide advice or recommendations which are wholly right for each individual client, not the most convenient to our business.
    (100% of respondents either strongly agreed or agreed)
  • As our business increases, we should not lose our ability to service clients to the highest standards through overburdening staff and advisers.
    (98% of respondents either strongly agreed or agreed)
  • To relentlessly strive to provide ever higher service standards, including the most customer friendly office environment.
    (96% of respondents either strongly agreed or agreed)

*In March 2012 we undertook a stakeholder questionnaire. This was part of our validation process required to achieve the Ethics Mark™ Certification. Individual responses are recorded on our testimonials page.

 

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