Customer Charter

We will clearly explain the type of advice and the level of service that we are offering you.

We will explain the costs of any product or service we provide to you and what your payment options are.

We will try to help you understand the benefits and the risks of any product or service we provide to you.

Your personal information will always be treated in the strictest confidence.

We will try to explain paperwork and processes to you in a way you understand and support our advice with timely, easy to comprehend documentation.

We will always attempt to give you the best advice, even if it means losing your business.

We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.

All our staff will be professional and courteous to you.

If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter clearly and fairly.