Orbit Financial Planning - Client Charter

Our Client Charter

To always act in our clients’ best interests and avoid conflicts of interest
To use jargon-free, succinct and informative language
To always put clients into an informed position before they make any financial decisions
To provide complete transparency both in terms of costs and the service we will provide
To meet all agreed timescales but in the event this is not possible, to communicate clearly any revised timescales
We are committed to the effective use of technology, in order to increase our efficiency and to ensure our cost base is controlled as far as possible
To provide investment solutions that are clearly aligned with client objectives and their risk tolerances
To allow clients to leave at any time without any penalty costs or charges

Have questions or need guidance on your financial journey? We’re here to help.

Address: Mills House, Mills Way, Amesbury, Wiltshire. SP4 7RX

Phone: 01722 685175

Email: richard@orbitfp.co.uk