Treating customers fairly is at the heart of our business and our culture
1
At the beginning of our first meeting, we will fully explain our services to you and tell you about our business partners.
2
We will carry out a review of all your needs – Protection, Pension, Savings, Investment and Mortgage.
3
If you require any products which we are unable to provide personally, we will refer you to another suitably qualified Linear advisor.
4
We will review your monthly budget with you to make sure that any recommendations are affordable both now and in the future.
5
We will explain and discuss with you the need to have adequate provision for financial emergencies.
6
When we make recommendations, they will be for all the needs which we identify.
7
When we arrange products for you, we will explain all documentation which we give you and we will keep you fully advised throughout the process.
8
We will tell you about our Quality Assurance programme.
9
We will contact you to review your financial planning needs, and to make recommendations as appropriate, at intervals agreed between us.