CHARTER OF INDEPENDENCE

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 competent and independently minded

• We listen to our Principal Practices, clients and staff to learn and improve what we do

How we do things

• We have a supervising entity that is majority owned by our Principal Practices to ensure:-


• They are free to recommend the solution they consider best suits the needs of their clients

• Our research and advice is not driven by the influence of associated entities


• Our supervising entity cannot be controlled by a financial institution either at shareholder or board level

• Our agreements with our Principal Practices provide them with a competitive edge in all areas including technology, research, access to market leading solutions and PI Insurance

• Our objective is to be open and transparent in all aspects of what we do

Our commitment

• We commit to this Charter

• Our Principal Practices can enforce this Charter through our supervising entity