Phone:0121 681 6833 | enquiries@birminghamifa.co.uk
TCF - Treating Customers Fairly
Treating Customers Fairly
Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
These are the key factors which determine our policy of Treating Customers Fairly
1: You can be confident that you are dealing with a firm which holds the fair treatment of our customers as central to our corporate culture.
2: Products and services marketed and sold in the retail market are designed to meet the individual needs of our customers.
3: Our customers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
4: Where we offer advice to our customers, the advice is suitable and takes account of their individual circumstances.
5: Customers are provided with products that perform as we have led you to expect, and that the associated service is of an acceptable standard, and is as you have been led to expect.
6: Customers will not face unreasonable post-sale barriers imposed to change products, switch providers, submit a claim or make a complaint.
7: We will ensure that any complaints or grievances are handled in a sympathetic, positive and professional manner.
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Company address: Evans and Associates Financial Planning -
PO Box 15593, Birmingham, West Midlands, B32 9FR
T: 0121 681 6833
M: 07976 510972
F: 0121 336 1836
Email: enquiries@birminghamifa.co.uk
Evans and Associates Financial Planning is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Services Authority and registered in England and Wales No.3406454
Trinity 3, Trinity Park, Solihull, Birmingham B37 7ES.
Evans and Associates Financial Planning is entered on the FSA register (www.fsa.gov.uk/register/) under reference 517147.
The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.