Broker Check

Our Code of Ethics

Poole Financial Network's Code of Ethics

  • Conduct business according to high standards of honesty and fairness.
  • Provide competent and "client-centric" service.
  • Establish a method of performing a comprehensive review of client circumstances; make third-party recommendations when necessary.
  • Provide prompt handling of client's financial affairs.
  • Advertise and promote the business honestly with full transparency.