We recognise that both our clients and ExpatsPensionReview Wealth Management have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.
We will:
Act in your best interests
Ascertain your personal and financial circumstances, needs, preferences and objectives before making a recommendation
Only recommend a course of action that we consider suitable for you
Not recommend a product if we can’t find one we consider suitable
Try to explain the risks and impact of the advice we give you in a way you will understand
Provide you with clear information about the products and services we offer, including fees and charges
Encourage you to ask if there’s something you don’t understand
Try to provide you with products that perform as we led you to expect
Give you access to a formal complaints procedure should you become unhappy with our service
