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Impartial, independent advice from a qualified, experienced financial adviser

Working in partnership at AES International as a Private Client Adviser, means delivering the next generation of demonstrably beneficial services to our clients and creating positive change.  Every Adviser promises to uphold the AES Partnership Charter and the organisation's business principles which are integral to our own beliefs in knowledge leadership, absolute integrity, dedication to our client’s interests, and an ongoing commitment to provide professional excellence in every aspect of our advisory role.

The AES Partnership Charter

As AES Private Client Advisers all the clients we serve can expect that we will:

  1. Give impartial, independent advice that we ourselves would take were we in your situation.  This means acting on your behalf, not on behalf of any product or service provider
  2. Be honest and open with you – even if the message is difficult
  3. Supply you with written Terms of Business before providing any form of advice
  4. Give you a detailed written report or letter explaining my reasons for any recommendations
  5. Be a qualified, experienced financial adviser.  This means committing to the UK Chartered Insurance Institute’s financial planning examinations
  6. Be assessed as financially fit and proper to conduct investment business
  7. Be subject to on-going examination and will keep increasing my own knowledge and professionalism through ‘continuous professional development’
  8. Be part of a larger network of other appropriately licensed and insured professionals that contributes to ensuring that you always benefit from best advice
  9. Have access to leading technology to help me do the research and administration needed for private clients
  10. Give you access to the wider AES organisation and any data that we hold on your behalf.
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