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Client Charter

From the inception of this business the most important stakeholder has been, and still is, its clients.

In recognition of the importance of our clients we undertake to carry out the following:

• Take utmost care to ascertain the needs of our client
• Provide the most appropriate insurance based solution to their needs.
• Explain the detail of the solution to them in clear and understandable language.
• Arrange contracts for them with financially secure product providers
• Arrange contracts for them at competitive prices.
• Provide an efficient 'after sales' service particularly with regard to the administration and settlement of claims.
• Allow easy access to the Directors should it be necessary to complain about any aspect of our service.
• Deposit all money held on behalf of clients in a Client Trust account
• To maintain an adequate number of technically competent and client focused personnel thereby ensuring our high standards of service.
• Have arrangements with a large panel of product providers in order to provide, where appropriate, a whole of market capability and to have this firm held in high esteem with them.
• Subscribe fully to third party scrutiny. Whilst our industry is now compulsory regulated (by the Financial Services Authority) this firm became voluntarily regulated by the IBRC from its inception. We attained corporate Chartered Insurance Broker* status in June 2007 and were one of the first firms to achieve this.

* This is an extract from a statement by the Chartered Insurance Institute: 'To support leading firms in the financial advice sector and to recognise their adherence to the highest standard of professional practice, the CII has introduced the corporate title of 'Chartered Insurance Broker'.