believe in solving your financial problems and helping you to achieve your
dreams, not in selling products.
critical to making
effective financial decisions”
needs to have a depth of knowledge about their finances in order to
feel comfortable. For some, they need to know everything there is to know, for others
a general overview is enough.
We make sure you achieve the level
understanding you need.
customers fairly (TCF) is central to the way we work and we have encouraged a
culture of building consideration of TCF into all that we do.
- Help our clients
fully understand the financial products recommended to them
a recommendation is made.
- Minimise the
risk of unsuitable advice by encouraging best practice before, during and after
Financial Conduct Authority looks to see six customer outcomes as a result of
are that our clients;
with us where the fair treatment of our customers is a key part of our culture
marketed to and recommended products that have been designed to meet their
needs and are targeted accordingly
clear information from us and are kept suitably informed before, during and after the point of sale
suitable advice which takes account of their circumstances
product performance and a standard of service that they have been led to expect
receive unreasonable post sale barriers should they want to change product,
switch provider, submit a claim or make a complaint