THE MOORGATE FINANCIAL SERVICES CHARTER

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 the 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.