Accountants and Financial Planners

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Accountants and Financial Planners
Accountants and Financial Planners

Office Protocols

  1. Attendance at our Firm is by appointment. If you arrive without having made an appointment we cannot guarantee that you will be able to see the person you require. Clients with appointments will always take precedence.

  2. Our office hours are usually Monday to Friday from 9.00 am to 5.00 pm. However earlier or later appointments can be made by special arrangement. If you are unable to attend an appointment please let us know at least 24 hours before hand. If you fail to attend a meeting without giving sufficient notice you will be billed for the time allocated to you. We will of course consider extenuating circumstances.

  3. We endeavour to return phone calls as soon as possible, usually the same day but certainly within 24 hours during our busier periods

 

Privacy

Client data and information is respected and protected by law and our own code of conduct. We will not give any information pertaining to yourself and your affairs to any other person without your permission. This includes spouses, business partners, third parties etc.