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Our commitment is to provide you with impartial advice and services, delivered in plain English and
tailored to your individual needs. Our reputation is important to us, therefore, client satisfaction is
vital and treating clients fairly is implicit in all our dealings.
We aim to honour all commitments we make to our clients and should any dissatisfaction occur we will
investigate the underlying cause and take appropriate action whenever necessary.
Our commitment to you:
- We will always act in your best interests
- We will be open and honest in our dealings with you
- We will be available to answer your queries
- We will respect your confidentiality
- We will provide timescales for you and we will inform you if these timescales cannot be met
- We will review any suggestions or comments that you make, in order to continually improve our services
Your commitment to us:
- You will provide us with the information that we need to give you advice, within agreed timescales
- You will be open and honest with us at all times
- You will advise us of any changes to your financial circumstances promptly
- You will pay us any fees that are due, within agreed timescales
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