Our Charter

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Who are we?

  • We are Fortnum Financial Advisers – a joint venture in which Principal Practices have a stake
  • We believe our first responsibility is to act in the best interests of our clients.

Our core values

  • Integrity – we would rather lose money than trust
  • Quality – we focus on quality people doing outstanding work
  • Innovation – there is always a better way – we do our best to find it
  • Commitment – we are committed to the following behaviour:-
    • We will be courteous
    • We will be punctual
    • We will finish what we start
    • We will do what we say
    • We believe in finding a way to get things done rather than an excuse

Our core values in action

  • Our Principal Practices and clients are our reason for being – without either we fail
  • We are good corporate citizens – we recognise our responsibility to give back to our community
  • Our principal product is advice – if we recommend a product it is because it is in our clients’ best interests
  • Our research is protected from external influences to ensure that only the best client solutions are offered – it is core to our offering that our research people are highly capable and competent.
  • We listen to our Principal Practices, clients and staff to learn and improve what we do

Our commitment

  • We commit to this Charter
  • Our Principal Practices can enforce this Charter

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