Bulldog Financial Planning has a Fiduciary Responsibility for all clients. This is one of the principles within the Code of Ethics maintained by BFP, which includes standards of conduct. A copy of the Code of Ethics is available online (https://www.bulldogfinancialplanning.com/other-important-disclosures ) or you can request one by emailing Bulldogfinancialplanning@outlook.com or calling (603) 860-5450.
Patrick Randall is also a Certified Financial Planner certificate holder who is in good standing with the CFP board. He ensures that he adheres to the CFP board’s Code of Ethics and standards of conduct.
What does it mean to be a Fiduciary?
From Investopedia: A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.
What does it mean to be a Fiduciary to Patrick?
It means:
• doing what is best for clients.
• taking on the responsibility and taking the time to truly understand the goals of a client and ensuring that you do everything in your power to help them achieve those goals.
• recognizing that a client’s life is a complicated cycle of events and that individuals do not easily fall into a category.
• paying close attention to details and going the extra mile to help a client prepare for the future.
• the responsibility doesn’t stop with a recommendation.
• understanding the risks for providing this level of service and still taking on the challenges despite the work requirements.
• passion for financial planning, investment and wealth management.
• continued learning and active interest in the industry.
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