Independent Financial Adviser - Treating Customers Fairly - TCF

Treating Customers Fairly - TCF

I am committed to ensuring that the FSA principle of treating customers fairly (TCF) is applied in all areas of my day to day business activities. In adopting the TCF principle I recognise that fair treatment of my clients is about adding value to the service I offer by aiming to:

My Commitment to You – My Client

• I will endeavour to explain the service that I provide. The true cost, benefits and consequence of any product or service you buy from me.

• I will ask a number of questions that will enable me to fully understand your circumstances, needs and budget.

• I will strive to make strong relationships with product and service providers to ensure they mirror my commitment to you.

• I will always explain paperwork to you in a way you understand and support my advice with timely, easy to comprehend documentation.

• I 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 I feel it is appropriate for me to charge a fee for our services I promise that it will be reasonable and justifiable.

• I will always attempt to give you the best advice ~ even if it means losing your business to a competitor.

• I will always be professional and courteous to you ~ even if I am not directly involved in your business.

• If you are unhappy with the service I provide I will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

Submit your TCF Response Here

Follow Me

Trevor Branton is a Registered Individual of Clearwater Financial Limited, who is a an Appointed Representative of Intrinsic Independent Ltd, which is authorised and regulated by the Financial Services Authority.

Intrinsic Independent Ltd is entered on the FSA Register under reference 217742