No Hassle Promise
We will never call and hassle you, we have nothing to sell, and we don’t employ sales-based advisers whose job is to talk you into investing. Most of our communication is by email, and if you don’t want to hear from us, just let us know.
We also understand the bigger hassle: apart from sorting out your income and your wealth planning, the whole process of starting a relationship with an advisory firm can be a major hassle. We’ll remove that for you. If you want to take time to fill in background info, that’s fine and you can do that online, or by a form, sent or downloaded. If you’d rather chat through the info with an adviser, that’s fine too.
Security: Keeping your account safe
At Chancery Lane, we always keep your best interests in mind. We are ever mindful of what good security looks like and what it has to deliver. Your data is held behind industrial standard firewalls and processes; we could never comprehend a company wanting to sell client data, and where we need to share data with third parties – for regulatory or advisory purposes – we take steps to ensure your data is not put at risk.
We use a layered in-depth approach to cyber security, and we constantly review best security practices, tools and protocols to ensure our systems sit at the front of the security pack. We use both Amazon web services (also used by HMRC), and Microsoft’s Azure platform – both of these being world class in terms of security.
Independent Advice
We are independent, which means we are not recommending our own funds and products: our analysts research across the entire marketplace for ‘best of breed’. For our advised clients, all our work with you is by advice as we believe that getting investment income right the first time is important.
We do not constrict our advice to you with company-approved products, we don’t funnel you down an advice channel to a generic, pre-selected outcome. We think it is important for your reassurance and understanding to see first-hand how your adviser constructs the advice and recommendation for you.
