Our values are fundamental to how we work with our clients and how we manage our business. All of our actions are guided by these principles:
Our complete focus is on client outcomes, helping investors to build, manage and protect their wealth throughout the generations.
We are passionately committed to providing a high-quality ongoing service that meets the individual needs of each one of our clients.
We interact with our clients in an open and transparent manner.
We believe that the interests of our clients, employees and shareholders are – and should be – entirely aligned. We seek to build long-term relationships with our clients that are mutually beneficial.
Constant evolution of – and investment in – our service and the development of all employees is of paramount importance to us, to ensure we successfully meet the ongoing needs of our clients.
As well as enriching the lives of our clients, we also want to engage with the wider community and we are committed to supporting both local charities and worthy causes advocated by our clients.
Locally, we have supported the Henley Youth Festival, Riverside Counselling Service, Harpsden Cricket Club and the Youth Academy at Henley Golf Club.
Further afield, we provided funding to the village of Brofoyedru in Ghana to provide water and sanitation. This was arranged through Ashanti Development, a 100% volunteer charity, aiming to deliver water and sanitation, healthcare, education and income generating activities to remote villages in the Ashanti region.
We also supported School Aid, a charity which sends schoolbooks and other educational resources direct to African schools in need.
Ashanti Development, Ghana
Water and sanitation, healthcare, education and income generating activities
Building partnerships with African schools
Harpsden Cricket Club
Based in the village of Harpsden, on the outskirts of Henley on Thames.
Riverside Counselling Service
A charity operating in Henley that provides affordable counselling to all people
Treating Clients Fairly
Our clients are at the very heart of all that we do. We are fully committed to treating our clients fairly, providing the highest standards of client service and advice.
Our Treating Clients Fairly (TCF) policy is underpinned by guidance provided by the Financial Conduct Authority (FCA) to ensure that we consistently deliver fair outcomes to our clients and take responsibility for the firm and all staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a firm, we take the requirements of the FCA seriously, in particular, the requirement to treat clients fairly.
Our service is shaped by listening to our clients and understanding what is important to them. We take responsibility for meeting the needs of our clients and continually seek ways to improve the quality of our service.
We keep our clients fully informed in a clear and fair manner that is unambiguous and not misleading. We ensure our services are delivered with clarity and transparency. We make certain our clients understand the risks associated with any advice.
In the unlikely event that there is a conflict of interest, we will inform our clients as soon as possible once we become aware of it.
We are committed to ensuring our clients feel fully informed and our investment team regularly publishes analysis and opinion on global macroeconomics, markets, asset classes and asset allocation. To receive our commentary, please register here.Read More
Our financial planning team periodically issues briefings that we feel would be of interest to our clients on a wide range of financial planning issues. To receive our briefings, please register here.Read More
“Jeremy is always easy to contact and is happy to meet as frequently as I feel is necessary. He is measured and empathetic to my situation. He always deals with ad hoc requests swiftly and he has provided advice over and above that which I am paying for.”
“Roland prepares well for our review meetings and always allows plenty of time for a full discussion of our affairs and explanations of relevant new developments/legislation. He always deals with our affairs and any queries that may arise during the year promptly and efficiently. We are very pleased with all aspects of the service we receive.”
“Harpsden provided us with excellent, complete and impartial advice. Jeremy Arthur’s understanding of matters peripheral to investments was very good and his knowledge enabled us to question and clarify other advice being provided by other advisers. We have complete trust in them which we have not always felt with other financial advisers.”
“Jeremy has been an exemplary advisor, offering me excellent professional advice, showing absolute professional discretion and where appropriate connected me to useful contacts. It has to date been a pleasure working with Jeremy.”
“Jeremy has been very professional from day one and has always taken the utmost care in finding out what I needed and how to best provide that for me. It does not end there, we meet on a regular basis to discuss where I am and any changes in my short or long term plans. I would wholeheartedly recommend Jeremy without any hesitation what so ever.”
“I completely trust Roland. He’s clear in assessing the level of risk I want to adopt, in advising on my current position and the options available, and in explaining his reasons for his advice on the best way forward. I have been using him for many years, and trust him so much that he is now also advising my wife, my 2 children, my mother and also acted (until her death) for my aunt!”
Finalist: Adviser Firm of the Year – South East
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year – South East
Top 100 Financial Planning Firms 2018
awarded by The Chartered Insurance Institute (CII)