Treating You Fairly
Guided by ethics, driven by transparency, and dedicated to delivering fair outcomes for every client Start the ConversationOur Mission Statement
We wish to make a material and positive difference to our clients’ lives by applying a flexible approach that allows us to deliver a combination of first-class performance, strategic advice and professional service with benefits delivered in the most conscientious way we can.
Treating Customers Fairly
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 part of our commitment to Treating Customers Fairly, and in line with the FCA’s Consumer Duty, we ensure our services, communications and advice support good outcomes for our clients throughout their financial journey.
What This Means in Practice
We are open about the way we carry out our business and how we are remunerated.
We publish policies and standards and are open about how we perform against those policies and standards.
We retain flexibility, offering our clients the option to deduct their fees from fund charges at time of investment or trust setup.
Our customers receive a complete service from us.
We ensure our employees are fully trained and empowered to give the help and advice our customers need.
We ensure employees are aware of our procedures, their responsibilities and the methods by which the company disseminates information in a consistent manner for all clients.
We encourage all our staff to continue with their professional development.
We will make sure that the information we provide about our services is accurate, helpful and up to date.
There will always be a member of staff available and keen to support our customers’ enquiries.
As part of our service, we will offer a full savings and credit review to ensure our customers are getting best access to, and competitive terms and rates for: current accounts, deposit accounts, NS&I products and credit cards.
All our documentation has been designed with everyday language at its focus and is as jargon-free as possible.
We welcome customer feedback on a regular basis so we can use it to develop our services, learn lessons and identify areas we need to improve.
Our Business is Our Customers
We never forget that our business is built on the trust and confidence of our customers. Every decision we make is guided by this principle, and we regularly review all areas of our business to ensure that our standards remain high. By doing so, we can adapt to changing needs, maintain transparency, and continue to put our customers at the heart of everything we do. We look closely at the way we deliver our services, the clarity of our communication, and the fairness of our processes, so that you can be confident in the value and integrity of the support you receive from us.
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 consider our customers when promoting new services and products and ensure that it is relevant to them.
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 customers’ 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 barriersWe will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers.
Let’s Start With a Conversation
Contact us for a no-obligation consultation to explore how we can support your financial well-being.
Call us: +44 (0)1672 569111
Email: enquiries@aisa.co.uk