Our relationship-based advice service means that we are committed to helping you manage your wealth in a way which reflects your personal circumstances. We strongly believe that if we do this well, we will have a long-term relationship built on trust that will enable you to become an advocate of our business.
We aim to deliver on our commitment to you by:
- Providing personal face-to-face financial advice
- Providing you with the opportunity to review your financial affairs regularly
- Effective investment management
- Ensuring that our correspondence and literature is clear and easy to understand
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
We want your experience of Stilgoe Financial Management to be positive in every sense and for all of your dealings with us to meet your complete satisfaction.