Treating You Fairly
Your interests are at the heart of how I do business and I am fully committed in ensuring that the principle of Treating Customers Fairly is implemented in all areas of my day to day business activities.
I am completely committed to putting your well-being at the heart of how I run my business.
Treating customers fairly (TCF) remains central to my philosophy. Our clients’ interests are at the heart of how I do business, and I am fully committed to ensuring that the FCA (Financial Conduct Authority) principle of Treating Customers Fairly (TCF) is implemented in all areas of my day-to-day business activities.
As one of our clients, you can expect to get the financial services and products that meet your needs, not mine.
I am committed to the following six objectives:
1.
To ensure that my clients are absolutely confident that I, as a company, view Treating Customers Fairly (TCF) as essential, and make it central to the way I work.
2.
To ensure that products and services marketed and sold are designed to meet the specific needs and requirements of my clients.
3.
To ensure that my clients are provided with clear information and are kept appropriately informed before, during and after the point of sale.
4.
Where my clients receive advice, I will ensure that the advice given is suitable and appropriate, taking into account my clients’ individual circumstances and requirements.
5.
My clients are provided with products and levels of services that are reflective of the highest standards, which they have been led to expect.
6.
I will ensure that our clients do not face unreasonable post-sale difficulties should they want to change a product, switch provider, submit a claim or make a complaint.
Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)
- 01273 486 220
- 07876 386 577
Shaun Hart is a Fellow of the Personal Financial Society and a holder of both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications.
Our Core Principles
The principles that guide every client relationship and every piece of advice I give.
Stewardship
I act with care and responsibility in every decision, protecting your interests as if they were my own.
Optimism
I approach every challenge with a positive mindset and belief in what’s possible for your future.
Excellence
Precision
I focus on clarity, accuracy, and attention to detail in every aspect of your financial plan.
Outperform
I aim not just to meet expectations, but to continually raise them, for myself and my clients.