Our code of conduct and ethics

  • We will do our utmost to build and maintain good relationships with all of our clients,
  • Your happiness and satisfaction are just as important to us as our own
  • We will do everything we can to help you feel relaxed – we fully understand that not everyone loves talking about their finances.
  • We will always endeavour to work at your pace – we will take time to listen to you and know that most people, financial decisions are not made quickly.
  • We will explain what you currently have, in terms that you can understand.
  • We will explain all of the options available to you, and make recommendations as to what we believe you should do, but will always leave the final decision firmly to you.
  • We will give excellent value for money. Our fees reflect the high standard of service we provide.
  • We will always provide you with a written fee quotation and agree this with you before we commence work.
  • We will always do our very best for you. We want to be able to provide the best service and will constantly strive to improve
  • We will endeavour ensure that you always have access to advice in a financial emergency


    At The Exeter Practice, your peace of mind is our priority.