Treating customers fairly
Because we're all customers too.
Ascot Lloyd Financial Services Ltd is committed to treating our customers fairly and our commitment to you is that we will ensure:
- All clients understand the services we offer and how we are remunerated.
- All clients receive the same initial documents.
- Advisers apply certain minimum standards to all advice given.
- We take time to understand our customers situation and ensure that our advice is suitable and appropriate.
- Any advertisements are fair and not misleading.
- All complaints are dealt with in a positive and fair manner.
- When any mistakes are made (on both sides), regular communication continues until the matter is fully resolved.
All staff receive appropriate training and are competent for the role they undertake within the firm.