Fiduciary certification

A ‘fiduciary’ is a legal term for someone in a position of trust. Becoming a fiduciary is one way we show our clients that we stand for them.

Advice based on trust

At Shadforth, we’ve always held ourselves to the most rigorous fiduciary standards, putting our clients at the centre of everything we do. Advice relationships are based on a foundation of trust, and our clients entrust us with their financial futures.

But how do you know who to trust? We became recognised as fiduciary investment advisers to provide our clients with absolute certainty that they are dealing with professionals they can depend on. Every year, we are independently assessed by the Centre for Fiduciary Excellence (CEFEX) to ensure we maintain a high standard in all we do.

Logo of the fiduciary mark

What sets us apart?

As fiduciaries, we are bound by the highest standards. We have three primary duties:

01

Our clients’ interests come first

We have a legal and moral obligation to always put our clients’ interests ahead of all others.

02

We focus on client advantage

We avoid or manage conflicts in favour of our clients.

03

Professional competence

We must act as prudent professionals with a requisite commitment to behaving ethically, attaining education and qualifications, growing our experience, developing our skills, demonstrating our diligence, fostering transparency and using proven, repeatable investment processes.

Our clients have absolute peace of mind that they are dealing with someone they can trust.

This video describes the CEFEX certification process and how it ensures the highest standards of care.

"Our independent assessment provides assurance that Shadforth has demonstrated adherence to the industry’s best fiduciary practices" – Carlos Panksep, CEFEX.

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About us

What makes Shadforth different to other advice firms?

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Our awards

Our advisers have been recognised with industry awards.

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