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The Financial Conduct Authority (FCA) views the topic ‘Treating Customers Fairly’ as a key principle for businesses. As a consumer you should feel confident that you are dealing with a firm where the fair treatment of customers is central to the corporate culture.

Our promise to you is that Charles Derby Direct will always treat you fairly. You can expect in all our dealings with you that we will:

Treat you as we would expect to be treated
Never take advantage of you
Be open and honest
Quickly put right any mistake that we make

Are we keeping our promise? Please take a few moments to let us know how we’re doing.

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1. Please rate the following aspects of our work.

  Strongly Agree Agree Partially Agree Disagree Stongly Disagree
My consultant took the time to understand my circumstances and my financial needs.
The advice my consultant gave me was clear and easy to understand.
The product or service my consultant recommended met my needs.
The written information I received from my consultant was clear and easy to follow.
My consultant explained the cost of the advice to me.
My consultant was easy to contact and available to help me with queries when required.
My consultant treated me in a friendly, courteous, and helpful manner.
My consultant contacts me on a regular basis to review my needs.(To be agreed for new clients)
My consultant kept to the Charles Derby customer promise in all dealings with me.
I would recommend my consultant to a friend

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2. What advice will you require in the future

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3. Any additional comments

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4. Please kindly add your Name and your Advisers Name in the boxes below.

Disclaimer.

Charles Derby Direct is a trading style of Charles Derby Wealth Management Limited which is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered in England 07629860.
Registered Office: 6 Tollgate Business Park, Tollgate West, Colchester, Essex, CO3 8AB

You can check this on the FCA’s Register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234.

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