As certified financial planners (CFP) and members of the Union of Financial Planners in Israel (UFPI), we are bound by the ethical code of the international Financial Planning Standards Board (FPSB), based on the following values:
For the good of our clients
The interests of our customers are always at the forefront of everything we do, every decision we make, and every conflict of interest that may arise. Our clients always come first.
Honesty and integrity
We always provide our clients with the most honest and straightforward service possible. Clients place their trust in us because of our professional and personal integrity.
Objectiveness
We continuously provide our clients with the best possible services, without bias or pressure to promote any services that could harm our clients in any way whatsoever.
Fairness and transparency
We always act in full cooperation and with the utmost transparency, loyalty and good faith towards our clients regarding any possible conflict of interest.
Professionalism
We always act in the most professional manner, out of respect and courtesy towards our clients, service providers and partners, and in full compliance with laws, regulations and professional requirements.
Professional competence
We continuously strive to enrich our knowledge and improve our professional skills and capabilities, to provide our clients with optimal financial planning. We do not act beyond the scope of our knowledge, nor do we perform any actions beyond the mandate that we have been given.
Confidentiality
We always protect the information provided by our clients and only use this data if and when necessary for providing a relevant service, and in such a way that only authorized persons have access to this information. A relationship of trust and security can only be built based on the understanding that any information provided by our clients remains private and confidential at all times.
Hard work
We always conduct our work with diligence, effort and hard work, in order to complete the professional tasks in a thorough and timely manner – for the benefit of the client and with the utmost level of professionalism.
Financial Planning
Member of the Association of Financial Planners in Israel
An expert in financial, pension and risk planning management, Yosi Pichadze is a licensed pension insurance agent and a licensed investment consultant (contingent). Yosi is also a certified financial planner (CFP) and a member of the Union of Financial Planners in Israel (UFPI). He too often finds himself contemplating about the day he retires, has more time to spend with my family, and realizes at least some of his dreams.
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