01344 778990

admin@fpp-ifa.co.uk

Core Values




Financial Planning Partners Ltd expects its staff to apply a set of core values in the way that they conduct themselves and deal with members of the public and clients. This includes observing the highest standards of ethical behavior and abiding by the following:-

1. To act honestly and fairly at all times when dealing with clients and to act in the best interests of each client and treat them fairly

2. To act with integrity in fulfilling the responsibilities of your appointment and seek to avoid any acts, omissions or business practices which damage the reputation of Financial Planning Partners Ltd and the financial services industry.

3. To observe applicable law, regulations and professional conduct standards when carrying out financial services activities

4. To observe the standards of market integrity, good practice and conduct required or expected of participants in markets when engaging in any form of market dealings.

5. To only make recommendations that are suitable, appropriate and that puts the interests of the client first

6. To attain and actively manage a level of professional competence appropriate to your responsibilities and commit to continued learning to ensure the currency of your knowledge, skills and expertise.

7. To decline any engagement for which you are not competent unless you have access to such advice and assistance as will enable you to carry out the work competently

8. To uphold the highest personal and professional standards

Underpinning the above is a commitment to observe and abide by the CII’s Code of Ethics and to:

1. Comply with the Code and all relevant laws and regulations

2. Act with the highest ethical standards and integrity

3. Act in the best interests of each client

4. Provide a high standard of service

5. Treat people fairly regardless of: age; disability; gender reassignment; pregnancy and maternity, marriage and civil partnership; race; religion and belief, sex; and sexual orientation.

 

Contact us


Financial Planning Partners Ltd
Wealth Managers

19 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire
RG45 6LS

Email: admin@fpp-ifa.co.uk
Tel: 01344 778990
Fax: 01344 761991


FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.


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Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 http://www.fca.org.uk/register.

Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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