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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Treating Customers Fairly when giving Financial Advice

We are committed to providing the highest standard of financial advice possible. As a firm, we take very seriously the requirements of our regulator, the Financial Conduct Authority, and in particular, the requirement to treat our clients fairly.

  • We strive to do this in all that we do.
  • We undertake that all of our actions will be guided by the principle that the interests of our clients are paramount.
  • Our systems and procedures are designed to place our customers at the heart of our business.

In our dealings you can expect that:

  • We will show flexibility, empathy, and consideration.
  • We will offer you the best product that we can.
  • We will communicate clearly with you and without the use of jargon.
  • We will not place our interests above yours.
  • We will inform you of charges before they are incurred.
  • We will do our best to resolve any issues as quickly as we can.

Please ask for a copy of our Full Policy on Treating Customers Fairly.


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