Client Charter

To improve the financial standing of those who interact with Financial Associates, whilst acting honestly and with integrity to achieve this goal
  • The fair treatment of our clients is central everything that we do.
  • The advice we provide is suitable for you and is relevant to your specific needs.
  • Advice is provided following a questioning process designed to establish your personal requirements. The information provided is treated in the strictest confidence.
  • The products and services that we provide are designed to meet your specific needs and take into account what you can afford. If we are unable to provide an appropriate product then we will advise you.
  • We strive to develop strong relationships with product providers to ensure they mirror our commitment to you.
  • We will clearly communicate with you in a timely manner during and after the point of sale. Prior to you accepting our advice the full costs, benefits and risks associated with the recommended product will be clearly explained.
  • After you have accepted our advice we will write to you to confirm our recommendations. This communication will be timely with easy to understand documentation.
  • We will communicate with you regularly providing updates on your cases, and are happy to answer any queries pre or post sale.
  • Where it is necessary for us to charge a fee this will be explained prior to you accepting our recommendation. Any fee will be reasonable and justifiable based on the work we do for you.
  • Our Consultants and staff will be friendly, professional and courteous to you.
  • If you are unhappy with the service we provide then we will take your complaint seriously and attempt to fairly resolve the matter.
  • We will request feedback from you on the service we have provided.

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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