Bloomsbury Financial Planning

Smart ideas about wealth

Our business

Commitment

Our commitment to you

• You will always receive a friendly, courteous and responsive service from us.
• We will act with integrity, honesty and openness in everything we do for and with you.
• We will absolutely respect the confidentiality of our working relationship.
• We expect to develop a long-term partnership with you, to help you to achieve your stated goals in the timeframes you require.
• We will meet the deadlines we set. Where circumstances may be outside our control, we will let you know well in advance and also state the amount of expected delay.
• You are the sole judge of our performance. We believe totally that your perception of our performance is the reality. If anything we do falls short of your expectations, we will automatically refund the amount of fees that you consider to be appropriate, irrespective of our views.

Your commitment to us

In exchange for our commitment, we ask our clients to support us so that we can achieve the best results together. We ask you to:

• Give us all the information we need to do the work, to the timescale that you have specified. This is very important if we are to provide the level of service to you that we propose.
• Take time available to work on the items to which you have agreed. You agree to listen to any advice we offer - and we acknowledge your right to reject that advice.
• Pay your account with us as agreed.
• You will give consideration to referring us to at least one other person you believe would benefit from an association with us.