Treating Customers Fairly

  • At the beginning of our first meeting, we will fully explain our services to you and tell you about our business partners.
  • We will carry out a review of all your needs -Protection and Mortgage.
  • If you require any products which we are unable to provide personally, we will refer you to another suitably qualified adviser.
  • We will review your monthly budget with you to make sure that any recommendations are affordable both now and in the future.
  • We will explain and discuss with you the need to have adequate provision for financial emergencies.
  • When we make recommendations, they will be for all the needs which we identify.
  • When we arrange products for you, we will explain all documentation which we give you and we will keep you fully advised throughout the process.
  • We will contact you to review your financial planning needs, and to make recommendations as appropriate, at intervals agreed between us.
  • Treating Customers Fairly is at the heart of our business and our culture.

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