Protection Against Risk
Retirement Planning and Pensions
Savings and Investments
Buying a Home
Equity Release
Legacy Services

The 5-Minute Financial Healthcheck

Our commitment to you: Our customer

Click here to download PDF.

  • We will endeavour to explain the service that we provide, including the true cost, benefits and consequence of any product or service you buy from us.
  • We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
  • Your personal information will always be treated in the strictest confidence.
  • We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
  • We will always explain paperwork to you in a way you understand and support our advice with timely and easy to comprehend documentation.
  • We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
  • On occasions that we feel it is appropriate for us to charge a fee for our services, we promise that it will be reasonable and justifiable.
  • We will always attempt to give you the best advice - even if it means losing your business to a competitor.
  • All of our team will be professional and courteous to you - even if they are not directly involved in your business.
  • If you are unhappy with the service we provide we will take your complaint seriously and
    attempt to resolve the matter to your complete satisfaction.
Harris Lipman are an introducer appointed representative of AWD Chase de Vere Wealth Management Limited,
who are authorised and regulated by the Financial Services Authority.