Our principles, values and beliefs

By: Colin Palmer Financial Services  27/08/2009
Keywords: mortgages, investments, Independent Financial Advisers

Colin Palmer Financial Services (CPFS) believe that our principles, values and beliefs can be summarised as follows:
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.

Keywords: Independent Financial Advisers, investments, mortgages, Pensions - Personal, Personal Family Protection Plans, Re-mortgages, BTL, Purchases,

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