Company Philosophy

Our values and beliefs:

Independence - in all its forms. Independence of thought, independence from product providers when recommending a product to a client and striving to help others become financially independent, which in tomorrow's increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.

Wealth creation - creating and conserving wealth for our clients is one of our primary aims. This goes hand in hand with financial independence.

Honesty - this extends not only to our clients and employees, but also in the transparent way we deal with others.

Simplicity - financial planning should be a good experience, which is easy for the customer to understand, not a confusing and jargon-filled nightmare. This means using the right method to deliver financial planning, which we believe for the vast majority of people is via face to face impartial and independent advice.

Our commitment to you:

• To provide totally impartial, independent advice - separating the advice process from the sale of products.
• To enable you to achieve life goals through the efficient management of your finances.
• Your interests come first at all times.
• To always act professionally and with integrity.
• Our team based service will be delivered in a friendly, courteous and responsive manner.
• Complete confidentiality.
• To meet timescales set, or to inform you if these cannot be met.
• Always be transparent in the commission we take or the fees we charge.
• As client feedback is important to our development and improvement, we welcome your ideas, comments and suggestions.

Kellands Chetwood Ltd is authorised and is regulated by the Financial Services Authority. FSA Firm reference number 195024. http://www.fsa.gov.uk/register Registered in England | Company No. 4021559