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.
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.
As fiduciaries, we are bound by the highest standards. We have three primary duties:
We have a legal and moral obligation to always put our clients’ interests ahead of all others.
We avoid or manage conflicts in favour of our clients.
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.
This video describes the CEFEX certification process and how it ensures the highest standards of care.
