Our Culture and Values

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1. OUR CLIENTS COME FIRST

  • Their success is our success and the cornerstone of our reputation.
  • We take the time to understand our clients and their goals, before advising them what to do.
  • When we are not talking, we are listening - not waiting to speak.
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2. WE TREAT OUR PEOPLE AS WELL AS OUR CLIENTS

  • We provide initiatives to improve physical and mental wellbeing.
  • We only discriminate on quality; we believe a diverse team delivers better results.
  • Our incentive schemes allow our team members to share in the firm’s success.
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3. WE ARE BETTER TOGETHER

  • We challenge ourselves and our clients, too.
  • We build teams for the long-term, not “customer relationships” for the next quarter.
  • We draw on a huge network of partner firms and specialist advisers for the benefit of our clients.
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4. WE NEVER STAND STILL

  • We do not rely solely on our experience, but we will draw on it.
  • Our advice is original, specific and relevant. Our services are tailored, flexible and scalable.
  • We are alive to the rapidly changing needs of our clients and are constantly innovating to meet them.
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5. WE SAY “YES”, NOT “NO”

  • We find a way to do what the client needs.
  • We are creative; we are innovative; we are bold.
  • We are determined and tenacious
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6. WHEN WE KNOW, YOU KNOW

  • We are open about how we work, right down to our hourly rates.
  • We speak as clearly as we think and we never bury bad news.
  • We are proud of our responsiveness to client enquiries and feedback.
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7. WE BELIEVE IN LIFE BEYOND WORK

  • We invest in our communities as a firm and as individuals.
  • We commit part of the working week to personal development beyond our work.
  • Our people take real holidays, with devices switched off
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8. WE ARE COMMITTED TO ESG

  • We believe that ESG integration is here to stay and will only grow in importance.
  • We have deep expertise in Sustainability & Responsible Investing.
  • We offer a full range of Responsible Investment services to our clients.

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