Your financial security. We know how important it is to you
We have been in the business of financial planning and management for over 30 years. For us, there’s nothing more satisfying than a happy client, who feels they’ve made the most of their life and their years of hard work.
As a company, that’s what we strive for; to see our clients enjoy their wealth, in whatever way they want, whether it’s travel, private school fees or a property for their children.
We’ve worked with clients across income-levels, businesses, professions and complex family circumstances to know that a robust financial plan and its management needs time, up-to-date knowledge of what’s out there and a deep understanding of needs and aspirations.
Our business is built on a set of principles that include:
a holistic approach. We have a deep understanding of our clients’ circumstances, aspirations and cultural needs
up-to-date knowledge of financial products, tax laws and government regulations
the ability to plan and implement a strategy to achieve your financial goals with regular reviews
passion, trust and a sense of integrity
“Duke Godley have proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action.”
Treating Customers Fairly
Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to
providing clear and concise information, free of “jargon” and written in
plain English.
These are the key factors which determine our policy of Treating
Customers Fairly
1: Consumers can be confident that they are dealing with firms where
the fair treatment of customers is central to the corporate culture.
2: Products and services marketed and sold in the retail market are
designed to meet the needs of identified consumer groups and are
targeted accordingly.
3: Consumers are provided with clear information and are kept
appropriately informed before, during and after the point of sale.
4: Where consumers receive advice, the advice is suitable and takes
account of their circumstances.
5: Consumers are provided with products that perform as firms have led
them to expect, and the associated service is of an acceptable standard
and as they have been led to expect.
6: Consumers do not face unreasonable post-sale barriers imposed
by firms to change product, switch provider, submit a claim or make a
complaint.
Feedback
Your feedback is important to us. We want to know whether your
experience of us lives up to your expectations.
If you have any feedback, good or bad, let us know, because your views
are vital to helping us improve our service to you in the future.
To send us your feedback, please click on the ‘contact us’ button and
send us your thoughts.
