Our core values and what they mean to us
Financial advisers are employed for their skill in putting together an effective financial plan, drawing on their knowledge of complex taxation law, providing insight into current investment and protection products and identifying potential risks and opportunities.
At Ermin Fosse, we understand that our clients rely on us to make life-changing decisions. That’s why we ensure our training goes above and beyond. By regularly attending industry events, carrying out research and immersing themselves in the financial services sector, our advisers and support staff ensure they have the skills and knowledge to deliver first-class financial planning advice.
At Ermin Fosse, we deliver a proactive, personalised service that aims to exceed your expectations.
Alongside your dedicated financial adviser, you will have your own administrator who will be on hand to help with any day-to-day matters. And whether you prefer to communicate by email, phone or post, we’ll ensure you’re always fully informed.
We understand that employing a financial adviser is a big step and takes a huge amount of trust. To allow someone else knowledge of your affairs, detailing your finances and ambitions is not easy. It is therefore imperative that we demonstrate the highest levels of integrity.
- A clear, transparent and fairly priced charging structure with no hidden, bundled or surprise fees.
- Protecting your assets. While we cannot offer protection against your investments underperforming, it is important to us that your money is protected should anything happen to those managing it. We undertake high levels of due diligence, continually monitoring the financial strength and service levels of the companies we deal with on your behalf. We keep your details confidential, only sharing with those we have to.
- Providing solutions that are in your best interests, not ours. This means maintaining a high level of independence and recommending solutions that are right for you. High levels of internal compliance help to back this up.
We always ask ourselves: “If I were in the position of this client, would I take my advice?”.