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Independent Financial Management - Treating Customers Fairly | My Portfolio

 
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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.
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Testimonials...
"Buying a house can be very stressful, but IFM has made the process much simpler and easier. We would always return to you for our mortgage and property advice."
Lynne & Chris Jones, Children’s Nursery Owners, Wakefield
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Treating Customers Fairly Content on this web site is subject to current legislation and may be liable to change
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