Treating Customers Fairly

Abacus Wealth Planning Ltd are committed to treating customers fairly and wish to ensure that you are totally happy with the advice we provide.

We are authorised and regulated by The Financial Services Authority, who have issued Six Consumer Outcomes that it expects firms like us to meet in relation to the treatment of their customers. The Six Consumer Outcomes are:

• Outcome 1 Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
• Outcome 2 Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and targeted accordingly.
• Outcome 3 Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
• Outcome 4 Where consumers receive advice, the advice is suitable and takes account of their circumstances.
• Outcome 5 Consumers are provided with products that perform as firms have led them to expect and the associated service is both of an acceptable standard and as they have been led to expect.
• Outcome 6 Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.

Everything we do is geared towards achieving the above, and we have active systems and controls in place to ensure that we are meeting these requirements. We always endeavour to give our customers the best possible service and we constantly monitor our service levels to achieve improvements. For more information regarding the FSA's initiative, please click here.