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Treating Clients Fairly

It is always our intention to deal with all clients fairly in all things.

What we mean by this is that we will aim to deal with things in the manner which, firstly we have told you we will deal with them and secondly as we ourselves would like to be dealt with by others.

This means that for example, if we say we will write to you on an annual basis to invite you to review arrangements, then we will do just that.

It also means that if we, or the companies we are dealing with, get things wrong we will do our best to correct any mistakes, as swiftly and efficiently as possible. We take our duty of care to you, our clients very seriously and will do our level best to get you, our client the very best outcome from all situations.

If you feel that we could improve our service in any way, we will be pleased to hear from you. If you feel that we have not achieved the high service level we strive to achieve please do not hesitate to contact us.

In case of complaint we have a formal complaints procedure and written details are freely available on request.

Client Satisfaction Survey

We value the comments we receive from our client's and would be grateful if you would take a few moments to answer the following questions.

Customer or Client?

A customer is someone, business or individual, to whom a product is sold.
A customer can expect to receive whatever they are prepared to buy.

A client is someone, business or individual, who has engaged a professional organisation to represent and advise them.

A client can expect their adviser to take account of their personal circumstances and obtain the best product or service applicable to their
needs. An adviser has a duty of care and is an advocate of their client.

What would you rather be a Customer or a
Client?

When seeking advice, apply this test.

   

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The Company is Authorised and Regulated by the Financial Services Authority. Registration number 116280
The Company has a consumer credit licence, number 601422
The Company is registered with the Data Protection Registrar and licence number Z5565676 applies
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