OUR STANDARDS

Here we set out our Standards of Practice in more detail. All are already covered by Our Values.

At all times, we will:

• Maintain strict levels of confidentiality and data protection, including the storage and disposal of client documents and information.
• Present a truthful account of our qualifications, experience, and track record.
• Set out clearly in writing our Terms of Business.
• Present all relevant information concisely, accurately and clearly; and check our clients’ understanding.
• Be sensitive to any potential conflicts of interest; manage them if they ever arise; and act at all times in the best interests of our clients.
• Never be influenced by payments or benefits in kind from any third party.
• Where relevant, explain clearly and impartially how financial products work; never recommend the purchase, variation or disposal of any financial product.
• Keep up to date with our field through continuing professional development – in factual knowledge and in current, recognised best coaching practice.
• Treat everyone at all times equally and with respect, no matter of differences, including class, disability, gender identity, neurodiversity, race, religion, sexual orientation and socioeconomic status.
• Tailor our communication style, where we deem necessary, to best serve individual clients.
• Acknowledge, and discuss with clients, when we see they might be better served elsewhere.
• From the outset, make it clear how clients can end their coaching relationship, and never seek to prolong it beyond the point they benefit.
• Endeavour to care for ourselves – physically, emotionally, mentally and motivationally – so we can, at all times, deliver the best service possible.