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About safeguard Financial Services
 SafeGuard
Financial Services was established in 1990. To provide bespoke financial
solutions to clients nationwide.
Our commitment to our clients:
- Give impartial, independent financial advice.
- Act on your behalf at all times, not on the behalf of any other
product or service provider. We are your advisors, and must always
put you first.
- Be honest and transparent in our dealings with you.
- Supply you with written Terms of Business before engaging in
any advice for you.
- Provide for you, in writing, a report or letter explaining our
reasons for any recommendations.
- We are qualified as experienced financial planners which means
we have passed (as a minimum) the Chartered Insurance Institute's
full Financial Planning Certificate examinations.
- Be deemed financially Fit and Proper to conduct investment business.
- Be subject to ongoing examination of my Fit and Proper status.
- Seek to increase our own knowledge and professionalism by undertaking
regular professional development.
- Be part of a larger organisation of similar professionals and products
specialists ensuring that our clients have access at all times to
up to date information, products and services.
- Have access to leading technology to assist in research and administration
on behalf of clients.
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