Our principles, values and beliefs
Colin Palmer Financial Services
mortgages, investments, Independent Financial Advisers
Colin Palmer Financial Services (CPFS) believe that our principles, values and beliefs can be summarised as follows:
Independent Financial Advisers
Independence - in all its forms. Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulated or controlled by others.
Wealth creation - creating and conserving wealth for our clients is one of our primary aims and objectives.
Honesty - this extends not only to our clients but also in the transparent way in which we deal with others.
Simplicity - financial planning should be simple in concept and delivery. Financial planning should be a good experience which is easy to understand by the customer, not a bewildering, jargon filled maze.
Colin Palmer Financial Services (CPFS) believe that by delivering impartial and independent advice face to face, we can provide a personal service to our clients which, with periodic reviews, will enable clients to value the on-going service that we can provide.
Without any doubt, financial planning is the absolute key to achieve both personal and business objectives. It is a complex subject which involves the setting of strategic planning decisions, knowing how different products work and how they impact with each other within the UK Inland Revenue Framework.
, Pensions - Personal
, Personal Family Protection Plans
, Re-mortgages, BTL, Purchases