John Katsouris & Company Mission Statement: |
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We are committed to giving face to face advice. |
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We will endeavour at all times to deal openly and tell the truth. |
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We will give correct information and adequate explanation to enable a client to make informed decisions |
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We appreciate that our role is not only as an adviser but an educator to our client. |
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We will endeavour to honour
any promises and representations we make. |
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As our
role is dealing directly with the client we will
do this by: |
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By ensuring we have good information through thorough fact finding to ensure we know our client. |
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By clearly identifying needs and dealing with those needs that are a priority for the client in a clear, concise and fair way. |
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By discussing all the clients options and ensuring we disclose clearly any key facts. |
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By recommending solutions within the clients budget. |
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To use our expertise to ensure we match products to needs. |
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To do what we promise in terms of advice and services in a clear and concise manner. |
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