TREATING
CUSTOMERS FAIRLY |
We at Weston Associates IFA Ltd take time to understand our
clients' motivations, ambitions and concerns to ensure that we
treat them fairly. Our key motivation is to put our clients'
first, so that their aims and objectives become our own. |
Our Treating Customers Fairly policy is of paramount importance
to us and has been drafted using guidance from the Financial
Services Authority
(FSA) and principle six which states that a firm must pay due
regard to the interests of its customers and treat them fairly.
Our policy includes the following principles: |
:: We aim to always provide our clients with full clear and
precise information so that they should have a clear understanding
of what they are buying.
:: We endeavour to engage with our clients in a clear and transparent manner
thus minimising the risk of misunderstandings.
:: It is human to make mistakes and if we get something wrong, we will
aim put it right as quickly as possible.
:: We aim to provide our clients with the exact solutions which are promised.
:: We constantly measure and review our Treating Customers Fairly policy
with a view to improving the service that we offer. |
We have created a practice, which possesses the specialist
knowledge, expertise and capability, essential to help solve
the issues raised by our clients. We are committed to acting
in the best interests of our clients at all times. In order to
do this we: |
:: Always try to communicate with clarity and respect.
:: Aim to provide accurate and timely documentation.
:: Aim to provide an unbiased and objective assessment of our clients
needs.
:: Ensure that our staff have continuous training and development.
:: Actively consult with our clients where necessary to help ensure
that we fully understand their needs |
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