The services provided by Russell Pike Financial Management are directed by seven guiding principles.
Compliance – Making sure our recommendations are fully compliant with all laws and regulations.
Objectivity – Dealing with matters in an open, honest and objective way – particularly with sensitive topics such as later-life planning and inheritance.
Morals and Ethics – Acting with moral integrity, to the highest ethical standards and always in the best interests of the client.
Partnership – Working in partnership with each client to better-understand their situation and provide solutions tailored to meet their specific needs.
Adaptability – Providing regular client reviews and adapting quickly and efficiently to changes in circumstances.
Security – St. James’s Place Wealth Management Plc is a FTSE 100 listed company and guarantees the suitability of the advice given by Russell Pike Financial Management when recommending any of the wealth management products and services available from companies in the Group.
Satisfaction – Complete client satisfaction is our goal.
Together, the initial letters of our seven guiding principles spell the word ‘COMPASS’ and these principles guide us in everything we do.