We sleep with a clear conscience because everything we do is ethical, with our clients’ interests at heart. This is reflected in our code of ethics.
Unbiased
Assetz Wealth does not take the commissions traditionally offered by investment funds. Nor are we paid for investment switches. Instead, we receive an initial and ongoing fee from our clients which is calculated as a percentage of the funds invested. We make decisions based on your best interests. We ensure that we select the services of discretionary fund managers, where applicable, that apply the same policies.
Honest
We will only work with you if we can honestly say that we can bring you value. If, for any reason, we find that we cannot add value to your particular circumstances, we will be upfront and make you aware of our limitations immediately.
Transparent
We provide our clients with a schedule so they can clearly see the fees and all other financial transactions.
Fair
We apply a consistently fair approach to our fees which is based on a sale depending upon the investment amount; we will not offer a discount to one client that we would not be prepared to offer to every other client. You can always be sure that you are being treated fairly as all our clients pay the same percentage in fees.
Satisfaction Guaranteed
We guarantee a positive client experience and, to prove our sincerity, we will refund our fees to any client who is not entirely satisfied with our service.
