Our Client Charter

Our commitment to you – Our Customer

• We will endeavour to explain the service that we provide. The true cost, benefits and consequence of any product or service you buy from us.
• We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
• Your personal information will always be treated in the strictest confidence.
• We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
• We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
• We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
• On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will be reasonable and justifiable.
• We will always attempt to give you the best advice ~ even if it means losing your business to a competitor.
• All of our staff will be professional and courteous to you ~ even if they are not directly involved in your business.
• If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.