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Our mission and values
Values
Lead by example
Every member of the team is united in our beliefs, which represent our commitment to delivering exceptional service to clients. Since the very beginning, our values have shaped our culture, and to this day they form the foundation of how we work together and with you.
Our mission
At Bridgewater Financial Services, we pride ourselves on building long-term relationships with our clients to help them achieve the right financial outcomes.
Our four core values
Treat clients fairly at all times
We deliver beyond expectations and promise to treat clients how we’d want to be treated at all times. First and foremost, we will put your interests first.
Stick to evidence-based investments
We will maintain an approach to investment that is based on the best academic evidence available and won’t be swayed by product providers’ marketing hype.
Remain independent and unbiased
Being independent and having access to the entire market is incredibly important to us. We do this to ensure that our advice is always completely unbiased.
Only invest ethically
Your money will only be invested in companies that we feel provide a net positive benefit to society. Our behaviour matches our words and we take responsibility for our actions.
We aim to
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- Deliver you the peace of mind of knowing that your financial affairs are in good order and under the care of a trusted and competent adviser Lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum.
- Focus on clearly understanding your goals and ensuring you clearly understand the advice we give
- Respect the trust you put in us by behaving with integrity at all times
We value
- Reliability
- Customer Focus
- Integrity
- Trustworthiness
- Transparency
- Honesty
- Passion
- Accountability
- Professionalism
…and always doing the right thing, even when nobody is looking
When working with you, we will
- Listen to you to understand your goals
- Communicate with you in a straightforward manner
- Work passionately together as a team to deliver you with the right outcome