Treating Customers Fairly (TCF) - Customer Charter

Insight Financial Associates 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 Associates 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

If you have a complaint

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 023 4 567.