Our Code of Ethics

Our standards of integrity. Five Core Duties in our Code of Ethics

1. We comply with this Code and all relevant laws and regulations.

2. We act with the highest ethical standards and integrity.

3. We must act in the best interests of each client.

4. We must provide a high standard of service.

5. We must treat people fairly regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion and belief, sex and sexual orientation.

In meeting our obligations under our code of ethics we have regard to the duties expected of us as set out by the Chartered Insurance Institute.

Core Duty 1.

We endeavour to set an example in behaviour by not just complying with our compulsory legal and regulatory requirements but by extending the ethos to our professional activity. This means recognising the spirit as well as the letter of the law and applying the objective of regulation in our dealings.

Core Duty 2.

Our behaviour both within and without the workplace is integral to demonstrating an active professional and ethical approach to how we live our lives and we are conscious that we are seen to practice this.

Core Duty 3.

It is imperative that we understand a client’s circumstances, their needs, objectives and interests. To develop a culture that we act only in the client’s best interest and to recognise that in meeting the client’s needs we meet our own.

Core Duty 4.

Providing the best service to our client that we can. Being honest, open and clear with clients. Ensuring we maintain our professional fitness and consistently reviewing our practices and dealings. In this way we will endeavour to always deliver a high level of client service.

Core Duty 5.

Treat others as you would wish to be treated yourself. Remember that clients are individuals with anxiety’s concerns and vulnerabilities. It means accepting diversity, treating people with fairness and acknowledging equality in others.