Treating Customers Fairly

Since August 2023, the FCA have replaced the concept of Treating Customers Fairly with the new Consumer Duty. Whether we are meeting the standards set by TCF or the new Duty, we are committed to our mission to preserve and enhance your wealth. We aim to have a creative understanding of your objectives and comprehensive knowledge of your circumstances. We hope to meet the highest regulatory standards, whilst striving to provide excellent levels of customer and service throughout our interaction with you.