Quality Statement | Shorts Wealth Management

We will continuously strive to exceed the expectations of our clients and other stakeholders of our business. Our quality objectives are:

To actively promote high quality standards and support our team to have quality at the centre of their working life
To provide time and resources to our team, to undertake the necessary training required, to provide a quality service
To provide our team with a working environment that is comfortable, healthy and free from undue pressure
To monitor the workloads and capacity of our team to ensure they do not work unnecessary overtime and have breaks that provide them with opportunities to refresh and recharge
To continuously improve the quality of our processes and procedures
To undertake regular risk reviews
To ensure our policies and procedures comply with all relevant legislation and have a monitoring system in place to identify relevant changes to legislation
To design procedures that include an independent review of client work
To take into consideration the way we choose to do our work has on the environment, seeking opportunities to have a zero or positive impact
To have a Quality Management System that actively supports our quality objectives and provide time and resources to those responsible for running the QMS