True to our core principles at Veritas…

Integrity & Honesty

  • If we think something is not right for you, we will tell you
  • We act ethically in all that we do
  • Transparency – a culture of openness in all respects
  • Creating an environment where clients feel comfortable to ask questions

Continuous development

  • We partner with other forward thinking professionals we trust and who share our core values
  • We are members of the personal finance society and chartered insurance institute
  • We commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve our knowledge and skills across all financial planning areas


  • We are committed to being independent
  • We do not work from restricted panels
  • We can research the whole of the market to offer the best solution for your needs

A culture of Care

  • We build genuine relationships with clients
  • Our work is mainly on a client referral basis, alongside professional introductions from strategic partners
  • We support Attorneys and Trustees in meeting their legal obligations, with careful advice & management of portfolios, often the result bereavement or trauma
  • We work within generations of families, building expert solutions to preserve and protect family wealth
  • We support employers and their employees with a range of workplace solutions and business protection
  • We deliver what we promise

Professionalism in practice

  • The premier professional body for the insurance and financial planning professions, The Chartered Insurance Institute (CII), promotes high standards of integrity, technical competence and business capability and at Veritas we are proud to adhere fully to this standard.

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