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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.

FEEDBACK

Your feedback is important to us. We want to know whether your experience of us lives up to your expectations.

If you have any feedback, good or bad, let us know, because your views are vital to helping us improve our service to you in the future.

To send us your feedback, please click on the 'contact us' button and send us your thoughts.



General Enquiry
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Financial Planning

Company address:
LifePlanning Solutions, RCM Business Centres, Dewsbury Road, Ossett, West Yorkshire, WF5 9ND
T: 01924 273666
F: 01924 273999

Email: info@lifeplanningsolutions.co.uk

LifePlanning Solutions is authorised and regulated by the Financial Services Authority.

The Financial Services Authority does not regulate National Savings products, finance, will writing, taxation and trust advice and some types of offshore investments. The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

LifePlanning Solutions is entered on the FSA register (www.fsa.gov.uk/register/) under reference 191440

Company phone: 01924 273666 | info@lifeplanningsolutions.co.uk

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