We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We also believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.
Your adviser is supported by a team of full-time researchers who between them have Financial Planning and Investment Advice Certificates and qualifications required to provide full assistance. Using state of the art technology, they are kept up to date on a daily basis by product providers, and in addition to this, we have lots of strong links with local legal, accounting and stock broking firms.
Our fresh approach is designed to provide you with crystal clear financial planning.
Treating Customers Fairly – TCF
We are committed to ensuring that the FCA principle of treating customers fairly (TCF) is applied in all areas of our day to day business activities. In adopting the TCF principle we recognise that fair treatment of our clients is about adding value to the service we offer – these aims are outlined below:
Our commitment to You
- We will endeavour to explain the service that we provide -the true cost, benefits and consequence of any product or service you buy from us.
- We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
- We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
- We will always explain paperwork to you in a way you can understand and we will always support our advice with timely, easy to comprehend documentation
- We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
- On occasions where we feel it is appropriate for us to charge a fee for our services, we promise that it will be reasonable and justifiable.
- We will always attempt to give you the best advice – even if it means losing your business to a competitor.
- We will always be professional and courteous to you – even if we are not directly involved in your business.
- If you are unhappy with the service we provide, we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.
We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We also believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.
Your adviser is supported by a team of full-time researchers who between them have Financial Planning and Investment Advice Certificates and qualifications required to provide full assistance. Using state of the art technology, they are kept up to date on a daily basis by product providers, and in addition to this, we have lots of strong links with local legal, accounting and stock broking firms.
Our fresh approach is designed to provide you with crystal clear financial planning.
Treating Customers Fairly – TCF
We are committed to ensuring that the FCA principle of treating customers fairly (TCF) is applied in all areas of our day to day business activities. In adopting the TCF principle we recognise that fair treatment of our clients is about adding value to the service we offer – these aims are outlined below:
Our commitment to You
- We will endeavour to explain the service that we provide -the true cost, benefits and consequence of any product or service you buy from us.
- We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
- We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
- We will always explain paperwork to you in a way you can understand and we will always support our advice with timely, easy to comprehend documentation
- We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
- On occasions where we feel it is appropriate for us to charge a fee for our services, we promise that it will be reasonable and justifiable.
- We will always attempt to give you the best advice – even if it means losing your business to a competitor.
- We will always be professional and courteous to you – even if we are not directly involved in your business.
- If you are unhappy with the service we provide, we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.
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