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At the Welbeck Group we aim to ensure that:

  • We listen to the goals and aspirations of our clients and treat them fairly.
  • We act with integrity.
  • We pay due regard to the information needs of our clients and communicate information in a clear, fair and non misleading manner.
  • We manage any conflict of interest fairly.
  • We take all reasonable care to ensure that the suitability of advice is fair, accurate and trustworthy.
  • We provide clients with correct information based on thorough fact finding.
  • We discuss all client options and ensure we disclose clearly any key facts.
  • We recommend solutions within the client’s budget.
  • We match products to needs.
  • We deliver what we promise in terms of advice and service in a clear and concise manner.
 
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Welbeck Group Mortgages Blog | Welbeck Group Financial Consulting Blog | Welbeck Group Financial Solutions Blog | Welbeck Group Independent Advice Blog
Welbeck Group is a marketing term used to describe the collective departments of Welbeck Wealth Management Ltd, Welbeck Consulting UK LLP and Welbeck Independent LLP. Welbeck Consulting UK LLP is an appointed representative of Paradigm Financial Advisers Ltd, Paradigm House, Brook Court, Wilmslow, Cheshire SK9 3ND which is authorised and regulated by the Financial Services Authority. Welbeck Consulting UK LLP may introduce business to Welbeck Independent LLP.