Treating Customers Fairly

Our Commitment to Treating Customers Fairly

Treating Customers Fairly [TCF] is a Financial Services Authority initiative that strives for the fair treatment of customers. At Quest Financial Solutions Ltd we aim to embody TCF in all our dealings with our clients.

TCF in Practice

• We will provide clear information and documentation regarding all products and services.
• We will provide a full explanation of our fees and charges and you will receive confirmation in writing of any initial commission due before you commit to any product.
• We will establish your current circumstances, aims & objectives and needs before recommending a service or product.
• We will only recommend a service or product that we consider suitable for you.
• We will fully cover with you the benefits, limitations and exclusions of each product.
• We aim to be clear and concise in all our dealings with you.

What Does TCF Mean For You

• Confidence in the knowledge that you are dealing with a firm where the fair treatment of its customers is at its core.
• The products and services advertised and recommended will be designed to meet your needs.
• The products sold will deliver as you have been led to expect.
• We will provide clear information at all times.
• We provide a simple and straightforward complaints process [if needed], which  is resolved efficiently and professionally.

The Key Benefits of TCF  

• Improved confidence and security.
• Greater service satisfaction.
• We are committed to finding the right solution for you.
• All employees of Quest Financial Solutions Ltd have a responsibility to deliver this.
• Being Open With Quest Financial Solutions.
• In order to help us assess your suitability we require you to tell Quest as much as you can about your personal and financial circumstances.
• Advise us of any changes to your personal or financial circumstances that might affect the product or services recommended.
• Advise us of anything that is not clear or you do not understand.
• Let us know if you believe there is any way we can improve our service.

If you are not entirely happy and feel you want to discuss an issue or report a complaint to us, please contact the Complaints Officer on 01494 429355.