About Us
Saracens is a young, dynamic
company that provides strategic
financial advice to many partnered clients. We are
a fee for service practice and we welcome the new 'Future Of
Financial Advice' (FOFA) reforms ensuring a greater level of
integrity and clarity within the financial services industry.
We are passionate that financial planners should be paid for
strategic financial advice which is not tainted by product
commissions or sales and with truly the best interests of our
partnered clients at the centre of everything we do.
Our ongoing partnership program provides ongoing support and
advice laying down the 'financial foundations' which will help you
to achieve what is really important to you.
Our Client Value Proposition
In partnering with you, our commitment to you is to know and
understand you. We'll partner with you to know and understand your unique
individual needs, identify opportunities and strategically plan for
your journey ahead. Our premium financial advice is uniquely designed to integrate
with your living values which ensure you are at the centre of our
financial design. Strategically developed, our advice is tailored
to create, manage and protect your wealth.
In partnering with us, take solace that we're best placed to
provide you personal, relevant and beneficial advice which is all
about you. As circumstances change, we'll proactively keep looking ahead to
ensure your financial solutions stay attuned with your unique
needs.
Our unique partnership is with our most valuable asset, you.
Our Company Core Values
| Client focused values: |
Strategic financial advice which is centred around our most important person...YOU.
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| Integrity: |
Open, honest and ethical we pride ourselves with our strong values and principles.
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| Leadership: |
We have the courage to lead by example to empower and enhance our client's
ability to succeed at achieving their most desired personal and
financial goals.
|
| Commitment: |
Committing to
our partnered clients and working together to achieve their most
desired personal and financial goals. Without commitment, long term
relationships fail.
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| Accountability: |
Taking
ownership and responsibility in everything we do is a principle
value we practice.
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