Professionalism ►►►► Attention to detail ►►►► Compliance ►►►► Excellent Personal Organisation ►►►► High level of self discipline ►►►► Regulatory awareness ►►►► Record keeping ►►►► Treating Customers Fairly ►►►► Referrals from clients ►►►► Repeat Business ►►►► No complaints ►►►► Professional development ►►►►►►►►►►►►►►►►► Contented clients
Continue to build long term client relationships built on honesty, trust, respect and Professionalism treating customers fairly throughout the advice process from initial contact to on-going reviews.
Listen and understand client needs to help them achieve their goals.
Maintain continuing professional development thus ensuring I continue to provide the highest quality of service to clients whilst maintaining high levels of compliance.
Build a successful practice that is regarded by others as a model firm.
Longshot, The Grove, Butlocks Heath, Netley Abbey, Hampshire, Southampton, SO31 5FP
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