Our commitment to you

MacPhail Kennedy are committed to providing carefully tailored advice designed to deliver on your ambitions, underpinned by a long-term relationship built on trust. 

We understand that the decision of who you will partner with to realise the retirement you want is not one you will take lightly. 

We believe in getting to know each other and the complexities of your circumstances to find out if we are a good fit. This means that can be confident that we will work well together. 

Should you choose us as your adviser, we commit to: 

  • Provide truly personal face-to-face financial advice 
  • Provide continuity, providing you with one point of contact
  • Monitor your portfolio with as much care as we would our own 
  • Schedule regular reviews of your plan and portfolio 
  • Be available to you 
  • Be totally upfront with any fees you are charged
  • Listen and put things right if something goes wrong
  • Be completely open, transparent and fair in all of our dealings with you