THE MOORGATE FINANCIAL SERVICES CHARTER

We understand it is important have trust and faith in your financial advisor.This is why we have drawn up the following charter to outline our endeavours.

Our Commitment To You

• We will always fully explain the service that we provide and the true cost, benefits and consequence of any product or service we recommend to you.
• We will ask relevant questions that will enable us to fully understand your circumstances, needs and budget.
• Your personal information will be treated in the strictest confidence at all times.
• We will strive to make strong relationships with product providers to ensure they mirror our commitment to you.
• We will always explain paperwork to you in plain English and support our advice with easy to comprehend documentation, presented to you at the right time.
• We aim to fully discuss the right products and/or service to meet your short and long term needs.
• Where we charge a fee for our services we promise that it will be reasonable and justifiable.
• We will always strive to give you the best advice.
• If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

Know Enough About Us? Want to Get in Touch?

We're here to help you with your finance and protection needs. For an informal chat about your or to arrange a consultation get in touch with us today.