Our Company
“Our mantra is to give you peace of mind by encouraging you to plan and protect your financial future.”
Altero Financial Services was established in 1997 and our experience since then has demonstrated one thing, loud and clear:
Each client has different resources, needs and aspirations...
Therefore our task is to create unique solutions to the wide range of financial issues and opportunities that you might face. We can provide focussed advice or a more holistic approach via the creation and maintenance of a financial plan. Whatever your requirements, we will take account of taxation, investment management, the concept of risk and reward and financial protection.
Our Commitment to you
Altero Financial Services has invested heavily in the latest technology and our people because we know how important it is to offer great service. If you choose Altero Financial Services as your preferred Financial Planner, we will agree with you the level of service that suits you best. Whichever service level you require, we will always aspire to achieve the following;
• Meet and exceed the standard of ethics demanded by the regulator and our professional body as being good corporate citizens and having a role in the community.
• Advice which is both objective and impartial.
• Where financial products are considered, they will be selected from the whole market.
• Maintain a high level of qualifications and commit to continuous professional development.
• Employ staff who aspire towards professionalism and a high level of qualifications.
• Communicate with you in plain English, avoiding jargon wherever possible.
• Treat your personal information with respect, privacy and confidentiality.
• Openness and Transparency in our dealings with you at all times.
What we expect from you!
The basis of a strong advisory relationship is trust. In order that we can provide you with first class advice and service, we will need some help from you!
Of utmost importance to us is that you fully understand the services that we provide and that the provision of financial advice is not free!
We will explain our services to you but please ask as many questions as you wish. We will be delighted to help you.
In addition, we ask the following of you;
• Your goals and expectations, attitude to investment risk and your priorities in terms of needs and objectives.
• Be prepared to provide full information about your financial circumstances, including income & expenditure, assets & liabilities and existing plans and arrangements.
• When we meet for a financial review, be prepared to update information for us as they may affect your financial plan.
• If circumstances change, and you need to change your plan, let us know at the earliest opportunity.
