“Our mission is to significantly improve the quality of your financial life by focusing on your values,
concerns and goals and then building you a financial plan that gives you the highest potential of
achieving those goals. Our focus is to offer a combination of expertise and exceptional service
to our clients and our professional business partners.”
We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in the culture of our firm and our customers can be assured of this as:
- We are open about the way we carry out our business and how we are remunerated.
- We welcome customer feedback on a regular basis.
- We encourage all our staff to continue with their professional development.
- Our business is our customers, we never forget that.
We look at all areas of our business on a regular basis to ensure that:
- Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
- We consider our customers when promoting new services and products and ensure that it is relevant to them.
- Our customers are provided with clear information and we keep them informed before, during, and after the point of sale.
- Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
- We meet our customer’s expectations, providing them with a level of service and product(s) that is of / are of an acceptable standard.
- We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.
