Welcome
As a client of Oak Financial Planning we will make the following commitments to you
- We will always act impartially and in your best interest
- We will be friendly, courteous and responsive
- We expect to develop a long term relationship with you
- We will be totally transparent with regard to our dealings with you
- We will always respect your confidentiality
- We measure our success based on your perception of our service
- We will tell you what we will do and what we don't
- We will act with integrity, honesty and openness in everything we do for you
- We will aim to meet agreed deadlines and where we can't we will update you as early as possible
Your commitments to us
- You will be open, frank and honest with us at all times
- You will provide us with the information we need to be able to advise you correctly
- You will tell us as early as possible about any concerns you have about our work together
- You will provide feedback about our services as this is vital to our ability to develop and improve
- You will make time available for us to develop and implicate your financial plan
- If you have chosen to pay us by way of a fee you will clear your account promptly
- You will consider referring us to at least one other person who you think would benefit from our services
