CUSTOMER SERVICE CHARTER

Choosing the right financial advice is an important decision to make. Getting good advice will make a real difference to your business and achieving your goals.

 

We always act in the best interests of our clients and we offer a personal service tailored to your circumstances. We will always take the time to fully understand your needs by undertaking a review of your business background, performance and plans.

 

CREDIT BROKING

We are a credit broker and not a lender. We provide credit broking services for all types of commercial finance and in certain situations may refer to strategic partner specialists.

 

ADVICE  

We provide advice to make sure you have the right products for your immediate and future needs and work with an extensive panel of commercial finance providers.

 

SERVICE

We will arrange particular financial products at your request and keep you updated on any new product we feel meet your needs.

 

We look forward to agreeing how best we can meet your needs and providing you with solutions to meet your financial needs.

 

TREATING CUSTOMERS FAIRLY

Customers can be confident that the fair treatment of customers is central to our corporate culture. We follow the guidelines and principles laid down by the FCA, namely:-

 

We ensure that consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

 

We provide advice that is suitable and takes account of clients’ individual circumstances.

 

Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.

 

Clients do not face unreasonable post-sale barriers and are able to make a complaint.

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