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At the Welbeck Group we aim to ensure that:

  • We listen to the goals and aspirations of our clients and treat them fairly.
  • We act with integrity.
  • We pay due regard to the information needs of our clients and communicate information in a clear, fair and non misleading manner.
  • We manage any conflict of interest fairly.
  • We take all reasonable care to ensure that the suitability of advice is fair, accurate and trustworthy.
  • We provide clients with correct information based on thorough fact finding.
  • We discuss all client options and ensure we disclose clearly any key facts.
  • We recommend solutions within the client’s budget.
  • We match products to needs.
  • We deliver what we promise in terms of advice and service in a clear and concise manner.
 
© Welbeck Group 2011 | Terms and Conditions | Site Map | Accessibility
Welbeck Group Mortgages Blog | Welbeck Group Financial Consulting Blog | Welbeck Group Financial Solutions Blog | Welbeck Group Independent Advice Blog
Welbeck Group is a marketing term used to describe the collective companies of Welbeck Wealth Management Ltd, Welbeck Consulting Ltd, Welbeck Mortgages Ltd and Welbeck Independent Ltd. Welbeck Consulting Ltd is an appointed representative of Paradigm Financial Advisers Ltd, The Box, Brooke Court, Lower Meadow Road, Wilmslow, Cheshire, SK9 3ND which is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing, taxation and trust advice and some types of offshore investment and buy to let mortgages. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate it will be no more than £500. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.