BKD Wealth Management & Mortgage Advisors

Client Charter


Work with integrity and offer honest and professional advice
Fulfill the financial planning needs of clients to the best of our ability
Maintain client's confidences, whilst adhering to the letter and

spirit of applicable laws and regulations
Provide service to clients and their beneficiaries with no undue delay
Adhere to professional standards of conduct in advising clients for

mortgages and the attainment of financial security objectives.
Avoid any action likely to prejudice the financial well being of clients
Present accurately and honestly all the facts essential to

clients decisions
Co-operate with others whose services are related to meeting

the needs of clients
At all times conduct business to a high professional standard.