Our Values & Client Charter

Your interests are central to everything we do

Our Values


A friendly and trustworthy service for a lifelong working relationship


We work to your diary and will meet in a format that is convenient for you


Accomplish your life and money goals with the solid foundations you need

We Will

  • Make recommendations that are only in your best interests
  • Deliver guidance and advice to suit your wants and needs
  • Explain the impact of our advice in a clear and concise manner
  • Always work with the aim of delivering complete satisfaction

Client Charter

Money Advice Clinic embraces the initiative of the Financial Conduct Authority to ‘Treating Customers Fairly’

Our mission is, and always has been, to serve our customers interests by providing an honest and totally transparent service, making all communications easy to understand and adopting a fair and easily understood charging policy.

We believe that we have values and beliefs that totally support our clients’ best interests.

All people working within Money Advice Clinic share those values and beliefs and support the reinforcement of the treatment of our customers.

We believe that by implementing the above, we will increase customer satisfaction, increase our customer loyalty and improve our reputation.

Help Us To Help You

Be honest and clear about your circumstances – It helps us get it right first time.

If you’re unsure, ask us your questions – It’s important you have confidence.

Keep us informed of any changes – It may impact our recommendations.

Tell us what you think – It helps us to keep improving.

Book an appointment

Get in touch if you would like to speak to one of our expert money advisers.

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Make An Enquiry

Looking to improve your finances? Get in touch and discover how one of our personal money workout programmes can help.

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Paul is a creative strategic thinker, who can juggle many different facets throughout a project. His ability to keep hold of the final vision and maintain quality throughout the concept stage is incredible. Aside from that he is good fun to be around and great company

Mrs K PeacockChorley

Paul is a highly experienced financial advisor who has the unique capacity to communicate complex issues in a very straightforward and understandable manner with the sole objective of improving a client’s financial position.

I would have no hesitation in recommending Paul for a highly personalised financial advisory service.

Mr P WalshPreston

Paul provided an excellent service for our will writing needs. He took us through the process in detail explaining at each stage the factors that we would need to be aware of and he pointed out the issues that needed to be addressed. The whole process was smooth and uncomplicated. We would certainly recommend him.

Mr and Mrs WilsonBlackburn