Treating Customers Fairly

Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.

Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.

These are the key factors which determine our policy of Treating Customers Fairly

1: You can be confident that you are dealing with a firm which holds the fair treatment of our customers as central to our corporate culture.

2: Products and services marketed and sold in the retail market are designed to meet the individual needs of our customers.

3: Our customers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

4: Where we offer advice to our customers, the advice is suitable and takes account of their individual circumstances.

5: Customers are provided with products that perform as we have led you to expect, and that the associated service is of an acceptable standard, and is as you have been led to expect.

6: Customers will not face unreasonable post-sale barriers imposed to change products, switch providers, submit a claim or make a complaint.

7: We will ensure that any complaints or grievances are handled in a sympathetic, positive and professional manner.

Feedback

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If you have any feedback, good or bad, let us know, because your views are vital to helping us improve our service to you in the future.

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Chapter Wealth Management is authorised and regulated by the Financial Conduct Authority, number 714940

Disclaimer

The Financial Conduct Authority does not regulate taxation, commercial borrowing, IHT planning and most forms of Buy-to-let mortgage.

Registered in England and Wales, number 07941744

Registered address is the same as detailed in contact details

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Contact Us

Address:Chapter Wealth Management Ltd.
 2c Kirkgate,
 Waltham,
 Grimsby,
 N.E Lincolnshire,
 DN37 0LS
Telephone:01472 825757
E-mail: info@chapterwealth.com