Candour Consultancy stands out in the offshore financial planning marketplace due to our totally unique service that was founded and structured to address the concerns of expatriate investors. Candour is deduced from the Latin word 'candor, -is' and has the following meanings: pureness - honesty - truthfulness - sincerity. These elements you will find in the corporate philosophy of Candour Consultancy.
 

The success of Candour is based on the quality of the the advice we give and the service we provide. The high quality of our service is maintained by our policy to only employ fully qualified consultants who met two criteria: they have had at least two years industry experience in the market where they work and they have proven themselves to be successful due to their excellent knowledge and customer service.

On top of employing the industry's top consultants, we placed two fail-safes into our sales process. Firstly, all the recommendations our consultants make have to be reviewed and signed-off by a supervisor before an application is accepted by the company. Secondly, our administration team sends every client a copy of the completed application form and a covering letter to ensure the individual fully understands the terms and conditions of their policy. This is a unique system in the marketplace that gives the individual the security that they getting exactly what they agreed to.

Candour Consultancy has long been a market leader in value added services in the offshore financial services market. Over the past two years we have launched a number of services designed to make Candour Consultancy the most client friendly and advice orientated financial brokerage in the marketplace. Our initiatives include:

    No cold-calling policy – all our clients come from referrals or enquiries to the company

    The Candour 'sign-off' initiative - ensures clients know exactly what they are applying for

    Free access to the website and the advice therein – we do not ask for your email address or contact details to find the information  you require

    Free newsletter to all – we would prefer to put you in the picture and provide you with the information you require even if you decide not to do  business with us

   Free portfolio service – all our savings and investment clients have access to our risk-based fund portfolios and monthly performance updates without an additional policy charge

     The Candour Wealth Management Package – free tax-planning, ongoing investment advice and Wills for higher net worth clients  

     The Candour Introducers Network  – rewarding those who regularly refer business to Candour   

     Alliances with property, relocation and tax specialists to offer an one-stop-shop financial services provider

The testimonies of our existing clients and the level of referrals we receive from both customers and industry professionals vindicates our unique approach and unparalleled service.