Our beliefs, values and ethics

We believe the vast majority of advisers are failing their clients.

The financial services industry is primarily target driven. Business success, company valuation and remuneration of advisers are mainly driven by product sales. There has been a shift towards fee based financial planning and investment advice. Whilst this is a good thing, just because a firm is fee based doesn’t mean their motivation is different.

At Trusted Planning Ltd, clients’ interests come first. Yes we want to be profitable and valuable but we aim to achieve this through delivering exceptional services which clients truly value and are only too happy to pay for, not by ‘shoehorning’ clients into standardised services designed to maximise sales and profit.

We are open, honest and thorough in all that we do. We understand the trust our clients place with us and do not take our responsibilities lightly.

We work with our clients to achieve their objectives in life, putting them in the position to make informed decisions and helping them avoid costly mistakes. We seek lifelong relationships built on honesty, trust and value.

It is our policy to work with a limited number of clients per advisor in order to deliver a truly bespoke and highly personal financial planning service