TFP Wealth Management Ltd

Committed to treating our customers fairly

At TFP Wealth Management Ltd we are committed to offering our customers the highest possible standards of service, in so doing we are pleased to support the Financial Services Authority initiative ‘Treating Customers Fairly’.

We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

Our commitment to you

We will:

• provide you with clear information about the products and services we offer including fees and charges

• ascertain your individual needs, preferences and circumstances before recommending a product or service

• only recommend a product or service that we consider suitable for you and that you can afford — and always the most suitable from the available options

• not recommend a product or service if we can’t find one we consider suitable

• encourage you to ask if there’s something you don’t understand

• give you access to a formal complaints procedure should you become unhappy with our service

How you can help us?

To help us give you the most appropriate advice, we will ask you to:

• tell us as much as possible about your circumstances, risk attitudes and objectives, including details of income and outgoings, to enable us to properly assess your circumstances

• let us know about changes that might affect your circumstances, risk attitudes and objectives,

• let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand

• tell us if you think there are ways we can improve our service

Philip Taylor FIFP CFPâ

Certified Financial Planner^CM

Managing Director