Service Charter

Treating Customers Fairly (TCF)

Our Policy

It is our aim to ensure that we provide our clients with a service that is fully tailored to their financial goals and that we deliver this service to the highest standard.

We have long since recognised the most valuable asset in our business is you, the client and understand that if you are satisfied with our service you will tell friends and colleagues about us.

We also understand that just because you are satisfied with our service does not mean you have been treated fairly.

This is why we set our ethos and business goals around service, our offering to you and the way in which we deliver this.

Our planning service is designed around your financial goals and is designed to meet your objectives for the long term. We want to assist you with planning your financial affairs right through to retirement and beyond.

We deliver this service through our highly experienced Consultants and support team, who are all qualified or working towards a level 4 qualification in Financial Planning.

You can request to view our full TCF Policy by contacting us at enquiries@s4financial.co.uk