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The Financial Conduct Authority (FCA) views the topic ‘Treating Customers Fairly’ as a key principle for businesses. As a consumer you should feel confident that you are dealing with a firm where the fair treatment of customers is central to the corporate culture.

Our promise to you is that Charles Derby Wealth Management will always treat you fairly. You can expect in all our dealings with you that we will:

Treat you as we would expect to be treated
Never take advantage of you
Be open and honest
Quickly put right any mistake that we make

Are we keeping our promise? Please take a few moments to let us know how we’re doing.

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Please rate the following aspects of our work.

  Strongly Agree Agree Partially Agree Disagree Strongly Disagree
My consultant took the time to understand my circumstances and my financial needs.
The advice my consultant gave me was clear and easy to understand.
The product or service my consultant recommended met my needs.
The written information I received from my consultant was clear and easy to follow.
My consultant explained the cost of the advice to me.
My consultant was easy to contact and available to help me with queries when required.
My consultant treated me in a friendly, courteous, and helpful manner.
My consultant contacts me on a regular basis to review my needs.(To be agreed for new clients)
My consultant kept to the Charles Derby Wealth Management customer promise in all dealings with me.

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Should you have any additional comments or a client recommendation please use this area to add the details and we will be pleased to contact if details are supplied.

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Please kindly add your Name and your Financial Planning Consultants name in the boxes below.

Disclaimer.
Charles Derby Wealth Management Limited is an appointed representative of Intrinsic Independent Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England 07629860.

The permitted business of Intrinsic Wealth Management is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

You can check this on the FCA’s Register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234.
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