Core Values


We are passionate about delivering honest, well rounded financial planning that will add value to our clients.  We at OHFS Ltd believe in keeping the following values at the heart of everything we do:

  • CLIENT FOCUSED – we are offering a service that is different for every single client we deal with because their objectives and circumstances are unique. We endeavour to get to know our clients to be able to add value and treating customers fairly is at the heart of our profession
  • PROFESSIONALISM – as a Chartererd firm we believe each adviser should be qualified to Chartered status or working towards this goal as a minimum. We aim to keep a professional appearance and manner both in person, over the phone and via written communication
  • HONESTY, INTEGRITY & COURAGE – building a long-lasting client/adviser relationship relies on trust. We will be honest and transparent in everything we do, both client facing and to each other and have the courage to give clients the realistic picture
  • COMMERCIALITY – we are a business and without keeping commerciality in mind we will be unable to continue providing excellent service to our clients
  • SIMPLICITY – the products we talk about can be complex and the profession has created a lot of jargon over the years. Our aim is to take the confusion out of financial planning whilst making sure the client understands the plan, the risks and the overall vision

Our core values are intertwined and are not considered separately but as one in mind within everything we do.