Our values
Our values aren't just something we talk about. They’re something we believe in and put into practice every day.
The standards that guide us
Our values are what’s most important to us. They are what we believe in, what we stand for and are the foundations of all interactions with our team and clients. We play the role of your trusted financial planner and we want to be your guide for the future. Therefore, we stand by these five core values to ensure that we can provide as much value as possible.
Integrity
To uphold the highest standards of knowledge and fairness.
Dependability
To deliver on the promises we make and be wholly trustworthy.
Foresight
To anticipate and adapt to change so that we continue to grow.
Pride
To take pride in the quality of our commitments and duties as financial planners.
Responsibility
To ensure we act in everyone’s best interest and put our clients at the centre.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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