Client Charter

Body

You also enjoy the reassurance that comes from knowing we abide by our client charter:

We aim to provide a fully comprehensive service to all of our clients
We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
We continually strive to improve our professionalism through personal development
We follow the principles of Treating Customers Fairly set out by the Financial Conduct Authority
If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
Our processes and procedures follow the guidelines as laid down by our business support network
We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know
If you are ever dissatisfied with the service you’ve received we will do our best to put it right.

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)