Mission statement


TREATING CUSTOMERS FAIRLY - KINGSLEY FINANCIAL PLANNING LTD

"A SHARED VISION FOR THE FUTURE"

Looking forward to a secure financial future is all about planning in advance

We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in the culture of our firm and our customers can be assured of this as:
  • We are open about the way we carry out our business and how we are remunerated
  • We welcome customer feedback on a regular basis
  • We encourage all our staff to continue with their professional development
  • Our business is our customers, we never forget that.
  • Our service is based on an individual assessment of attitudes and aims
  • We strive to understand your attitude towards different types of risks
 We look at all areas of our business on a regular basis to ensure that:
  • Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
  • We manage expectations so that you know the full implications of your financial decisions
  • Our customers are provided with clear information and we keep them informed before, during, and after the point of sale.
  • Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
  • We meet our customer’s expectations, providing them with a level of service and products that are of an acceptable standard.
 We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.