Our principles

We will be open and straightforward with you and conduct your affairs with honesty. We want you to be happy and build a long-term relationship with us.

We will ask you questions about your needs and circumstances before we advise you.
We will only recommend suitable products and services that you can afford.
We will offer access to a wide range of products to enable your needs to be met. If we are unable to find a suitable product for you we will let you know.
Before you accept our advice, we will clearly explain the main benefits and risks to you.
Our charges (if any) will not be excessive for the work we do for you.

We may occasionally ask you for feedback on how we can improve our services to you.
If you wish to complain, we promise to handle your complaint fairly.

How Can You Help Us?

Please provide as much information as you can on your income and outgoings, this will help us to recommend products that you can afford.

Please let us know if anything we say to you is unclear or if any documents we show to you are confusing. We will do everything we can to ensure you understand our advice.

*Your Name:

*Email Address:

Telephone:

	Very Good	As Expected	Below Expected	Poor
Was the service provided well defined and you know what you were getting?
How well was the service provided to you in a timely manner?
Have you found staff helpful with your business dealings?
If applicable – When contacting the office did you feel satisfied with the response?
How well has the company always sent accurate information to you?
How well did you understand the way in which the company is to be remunerated?
How well have you been treated fairly when raising any enquiries?

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