What We Stand For The town of Nayland lies on the northern bank of the river Stour which divides Essex and Suffolk and during the seventeenth century was a leading centre of commerce for the wool and cloth trade of East Anglia. In the twenty-first century we seek, at Matthew Douglas Limited, to revive this tradition of enterprise and to make our town once again a centre of excellence for those wishing to preserve their own hard won prosperity. Life has moved on a pace in the last 400 years with fortunes big and small created in other ways and with individuals seeking ways of preserving their wealth and needing to reassess how to construct their affairs to the best advantage. As independent financial advisers our role is to build a partnership with you, to provide a lead to guide your choices in an environment with which you feel comfortable and secure and to explain them in a clear and concise manner. We always strive to offer a professional service based upon fundamentals that our existing clients tell us that they value above all else. Our pledge ‘If you are not delighted with the advice we provide for you then you owe us nothing – and you are the only judge.’ From my experience I would outline the three most significant factors in preserving a client’s satisfaction and loyalty as: Clarity Integrity Empathy Clarity – Our role is to make your job easier, not harder. We will not use jargon or acronyms and we will not baffle you with unnecessary facts and literature, we will provide relevant information to enable you to make informed judgements. In this way we can provide you with a solution that you understand and with which you can immediately identify. We do not charge consultancy fees – if you wish to engage our services this will always be on your terms and once you have had an opportunity to thoroughly discuss your requirements with one of our appropriately qualified consultants. Only after our consultant has thoroughly analysed your concerns and drafted an in depth report outlining his proposed solutions will you need to make a decision as to whether to make use of our services. We are happy to take instruction from you at any time and the cost of our services will be outlined within our reports and / or any accompanying literature. We will advise you on whether it is best for us to be remunerated via commission or fees and we will fully explain the cost implications of both, together with the standards of service against which we should be judged. Integrity – all of our staff are trained to the highest standards and come to Matthew Douglas Limited with proven track records of excellence for the quality of their work and the professional manner in which they conduct themselves at all times. None of our advisers are bound by sales targets or call rates but are regularly assessed to ensure they are always fully briefed in all aspects of their work that they undertake. Empathy – We aim to be as important to our clients as they are to us and part of this process is to maintain an ongoing dialogue to ensure that we both feel part of the decision making process. We want to offer you continuity within your financial affairs; your circumstances may change but your relationship with Matthew Douglas Limited will be there for as long as you wish.