Ethics &
fairness
We are completely committed to putting your well-being at the heart of how we work with you at Character Financial Services.
Treating customers fairly (TCF) remains central to our philosophy. Our clients’ interests are at the heart of how we do business and we are fully committed to ensuring that the FCA (Financial Conduct Authority) principle of Treating Customers Fairly (TCF) is implemented in all areas of our day to day business activities. As one of our clients, you can expect to get the financial services and products that meet your needs.
We are committed to the
following six objectives:
- To ensure that our clients are absolutely confident that we, as a company, view Treating Customers Fairly (TCF) as essential, and making it central to the way we work.
- To ensure that products and services marketed and sold are designed to meet the specific needs and requirements of our clients.
- To ensure that our clients are provided with clear information and are kept appropriately informed before, during and after the point of sale.
- Where our clients receive advice, we will ensure that the advice given is suitable and appropriate, taking into account our clients individual circumstances and requirements.
- Our clients are provided with products and levels of services that are reflective of the highest standards which they have been led to expect.
- We 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.
What our clients say
Trust
We believe great financial advice is built on trust.
Read real feedback from people we’ve helped – whether it’s planning for the future, making smart investments, or navigating life’s big financial decisions. Their experiences reflect our commitment to clear, personal, and expert advice.
Achieving your goals
Your interests first
We put your interests at the heart of what we do ensuring we meet your aims, goals, and expectations.
Working with us can and should be an extremely rewarding and valuable experience for you and your family.