Our Service Charter is a promise to our clients of what they can expect from VT Wealth. We take these expectations very seriously and strive to improve wherever possible, always thinking ahead and with our clients at the heart of decisions and improvements made.
TO PUT YOU AT EASE: We acknowledge that it can sometimes be a little daunting to receive financial advice, to plan for the future and talk about protecting your loved ones. We pride ourselves on being approachable, friendly and explain complicated topics in a way that can be easily understood, so you leave feeling informed, positive and in safe hands.
TO TREAT YOU AS A VALUED INDIVIDUAL, NOT A NUMBER: Without our clients, we don’t have a business. In our experience, no two clients are the same and we, therefore, ensure that we understand your personal or business objectives and deliver solutions that are right for you. And we can’t do this without investing time in getting to know you, and understanding your aspirations, goals and dreams in order to help you achieve them.
ATTENTION TO DETAIL: We are a stickler for detail, which given we are dealing with your hard-earned money is, we believe, essential. That is why we go into detail, not just about you, but also when it comes to filling in the paperwork side of things. We always go through everything with a fine toothcomb to make sure there aren’t unnecessary delays caused by missing or incorrect information.
YOUR GOALS – OUR KNOWLEDGE: We promise to use our knowledge and expertise to offer the best tailored and transparent advice to help you achieve your goals by keeping you up-to-date and informed about your options and best choices throughout our relationship, giving you the opportunity to review your financial affairs regularly.
TO KEEP COMMUNICATING WITH YOU: Whether it is right at the start of our relationship or after completing work for you, we promise to stay in touch. Part of our commitment to our clients is to inform and educate you on issues and matters which may impact you and your financial wellbeing, situation and goals through a variety of channels. So, let’s keep communicating!
WE ARE IN IT FOR THE LONG-RUN: We do not provide off-the-shelf solutions, instead we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you, sensitive to your needs – so you can count on us through all life’s ups and downs.
WE ARE LISTENING: We strive for excellence, but understand in order to achieve that, we need to ask for feedback and keep listening. We, therefore, ask all our clients for feedback after every single transaction with us and take on board and action all comments given to continue to improve where we can.
TO CONTINUOUSLY DEVELOP AND STAY AHEAD OF THE GAME: At VT Wealth, one of our team is never far away from another exam, certificate or personal development gain. It is the very nature of what we do in our profession, that calls for a commitment to progress and develop our technical skills and knowledge through further research and study. We believe this reiterates our promise to our clients and offers further peace of mind and security.
Most of all and at the heart of everything we stand for, we promise to help you achieve the life you want and protect the things that matter the most.