We advise and make recommendations only when we have fully assessed your needs. No transactions are ever undertaken without your agreement and complete understanding of the nature and purpose of the product.
In transmitting instructions on your behalf to third parties, we will make it best practice to ensure that we obtain the most appropriate results for you.
Insurance of Service
If we are unable to meet our liability, you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS).
You may terminate (notice in writing) our authority to act on your behalf, at any time without penalty. This will take effect immediately from the date of receipt.
Disclosure of Charges or Fees
All charges and fees will be fully disclosed to you. These will be disclosed in summary form before we undertake any work for you. The precise charges relating to any recommendations will be confirmed.
Treating Customers Fairly
SFIA are committed to providing the highest possible levels of service and are always acting in your best interest, as part of this we wish to ensure you understand the services we provide and their associated costs. This should allow you to make an informed decision about the services you wish to purchase.
We embrace the Financial Services Authorities ‘Treating Customers Fairly’ principles. This helps us to ensure we are providing the services clients require. We have a complaints procedure and we would rather that clients concerns are immediately addressed to their satisfaction.