Our commitments

Our business has been designed to ensure that we treat all of our clients as individuals, respecting their beliefs and maintaining an honesty that builds trust.

This commitment is aligned with the six outcomes of the Financial Conduct Authority’s Treating Customers Fairly (TCF) initiative.

 

Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.

Outcome 5: 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.

Outcome 6: Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.

 

We encourage feedback from our clients as we believe this is the best way to ensure that our business is aligned with what they require.

  Click to access our client feedback questionnaire. 

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your wills and trust requirements

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Helping you through the maze

So why choose us over the guys next door?

Why us?