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Philosophy

Lashley Financial offers a comprehensive range of personal financial services, training solutions and business guidance.

These may not appear to be new – “same wine, different wine skins”. However, we are a service company and what is different is the quality of the experience we offer. This experience is based on the five principles below.

Marble statue of the ancient Greek Philosopher Plato.

It starts with our basic philosophy of “People First!!”. This means respect for you and for your business. Our Company is founded on a commitment to do what is right for you as this will drive our mutual prosperity in the long-term. You can be assured that the recommendations we make and the solutions we offer are the best for you and your family.

Second, we recognise that our business is about creating, nurturing and sustaining relationships. We will listen to you and always treat our relationship with you as the source of value – and not the next sale.

The third difference is the level of service and professionalism you will receive. In addition to the basic things like courtesy and returning calls promptly, you can expect strict confidentiality, a “can do” attitude and a straightforward response to your needs. Dealing with us will be an easy and pleasurable experience.

Fourth is our approach to educating you, our customer, on what we are recommending and why we believe that this is the right solution for you. Therefore, you can objectively assess all that is being offered, by us and our competitors, so that you will know that you are making the right decision for you and your family.

The final, and a key difference, is the level of expertise and experience you will be able to benefit from when working with Lashley Financial. Our commitment is that the person dealing with you and your business will have significant practical experience and training to bring to bear on addressing your needs. This will mean quality solutions that will work for you and your family.

We will live by these principles – and we ask you to hold us accountable in all our interactions with you.

Our approach to business is about creating and deserving your trust. Trust enhances business relationships in the same way that it is the foundation of personal relationships. For us, it elevates organisational performance to the benefit of all of our stakeholders. With our focus on “People First” and on maintaining long term relationships, trust based on competence, capability and credibility is at the heart of our approach to doing business with you.

Value first, not value-added
We will agree with you on the value to be secured by each of us from the relationship.

Credibility
We will demonstrate to you that we deliver what we promise.

Confidentiality
We will protect your privacy.

Independence
We will act first and always in your interest, not as an agent for any other company.

Integrity
We will act to earn your trust.

Value first, not value-added
We will agree with you on the value to be secured by each of us from the relationship.

Credibility
We will demonstrate to you that we deliver what we promise.

Confidentiality
We will protect your privacy.

Independence
We will act first and always in your interest, not as an agent for any other company.

Integrity
We will act to earn your trust.

We are what we repeatedly do. Excellence, then, is not an act, but a habit.