“After ten years as a client of N&G, may I say how much I value your financial expertise and advice. I have always been happy with your high level of service and my resulting financial health is totally due to your expertise. Long may our association continue.”
Treating Customers Fairly
We have embraced the Financial Services Authority ‘Treating Customers Fairly' principle, and this empowerment forms part of our ethos and culture, and is at the forefront of our recommendations. We believe that Treating Customers Fairly is about delivering a fair outcome to our clients whilst offering a first class business service. Our mission statements are shown on each of our web pages.
Our core principles are:
• We will be open and transparent in the way we deal with you.
• We will not place our interests before yours.
• We welcome customer feedback.
• We work to a transparent service & remuneration schedule.
• We encourage all our staff to further their professional development.
• We will communicate clearly and without the use of jargon.
• We will inform you of our charges before undertaking any work for you.
• We will deal with any complaints promptly and fairly.
We look at all areas of our business on a regular basis to ensure that:
• Clients can be confident that they are dealing with a firm where the fair
treatment of customers is central to our firm’s culture.
• We consider our clients when promoting new services and products and
ensure that it is relevant to them.
• Our clients are provided with clear information and we keep them informed
before, during, and after the point of purchasing financial products.
• Where advice is provided, we take time to understand our clients’ situation
and ensure that our advice is suitable and appropriate.
• We meet our client’s expectations, providing them with a level of service and
products that are of an acceptable standard.
• We will ensure that our clients can switch providers, change products,
surrender policies and make any complaints without any undue barriers.