Treating Customer Fairly (TCF) - Customers Charter

Insight Financial Services Ltd prides itself on the quality and strength of its client relationships forged over many years and built on integrity and trust. The staff at Insight Financial Services have extensive knowledge and expertise of financial services, supported by appropriate qualifications. We are paid by you, the client, to work on your behalf and ensure that you always receive the quality advice, the most appropriate product and the highest levels of service appropriate to meet your changing needs.

In addition, Insight Financial Services believes that every client should receive:

• A choice in how we will work together
• Access to individuals who understand what you want
• Staff who are friendly, courteous and professional
• Clear explanations and time to decide
• Highest levels of expertise, advice and service
• Timely and appropriate responses
• Regular reviews and updates on products and services
• The opportunity to let us know if we fail to meet your expectations so that this can be redressed as a matter of importance