Clive Freeman Financial Adviser
7 Lords Drive, Telford, Shropshire, TF2 9UE |  Telephone 01952 299512   Mobile 07985 414252 |  Email info@freeman-ifa.com
Clive Freeman Financial Adviser - is an appointed representative of Network Direct Limited, which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, and Estate Planning. This site is intended for UK investors only. 7 Lords Drive, Telford, Shropshire, TF2 9UE |  Telephone 01952 299512   Mobile 07985 414252 |  Email info@freeman-ifa.com
Customer Promise

Customer Promise

We will always treat you fairly.  You can expect in all our dealings with you that we will: Treat you as we ourselves would expect to be treated Never take advantage of you Be open and honest Quickly put right any mistake that we make.

Treating Customers Fairly (TCF)

The Financial Conduct Authority (FCA) has defined six consumer principles, which explain what they want TCF to achieve for clients. At Clive Freeman Financial Adviser we have fully embraced this philosophy into our business practices as follows: The Six TCF principles 1. We will treat all clients equally and fairly regardless of situation, financial position or advice required.  2. We will always ensure we make the most suitable recommendation to suit your needs. 3. All our advice will always be confirmed to you in writing.  We will also always present our recommendation to you in person where possible, taking care to carefully explain any technical points, so you can be confident you fully understand any recommendation we make.  We will also always keep you clearly informed throughout. 4. We will always complete a personal financial review to ensure we have taken into account up-to-date details of your circumstances and objectives before any advice is given.  5. We will make you aware of the positive and negative points relating to any products recommended. 6. We have a structured review process where any changes in your circumstances or objectives can be discussed. With this in mind we arrange annual review meetings to ensure our recommendations continue to be relevant and suitable to your circumstances. We feel confident that having the TCF philosophy embedded throughout our business will give our clients the highest levels of customer service at all times.
Clive Freeman Financial Adviser
7 Lords Drive, Telford, Shropshire, TF2 9UE Telephone 01952 299512 Mobile 07895 414252  Email info@freeman-ifa.com
Clive Freeman Financial Adviser - is an appointed representative of Network Direct Limited, which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, and Estate Planning. This site is intended for UK investors only. 7 Lords Drive, Telford, Shropshire, TF2 9UE |  Telephone 01952 299512   Mobile 07985 414252 |  Email info@freeman-ifa.com
Customer Promise

Customer

Promise

We will always treat you fairly.  You can expect in all our dealings with you that we will: Treat you as we ourselves would expect to be treated Never take advantage of you Be open and honest Quickly put right any mistake that we make.

Treating Customers Fairly

(TCF)

The Financial Conduct Authority (FCA) has defined six consumer principles, which explain what they want TCF to achieve for clients. At Clive Freeman Financial Adviser we have fully embraced this philosophy into our business practices as follows: The Six TCF principles 1. We will treat all clients equally and fairly regardless of situation, financial position or advice required.  2. We will always ensure we make the most suitable recommendation to suit your needs. 3. All our advice will always be confirmed to you in writing.  We will also always present our recommendation to you in person where possible, taking care to carefully explain any technical points, so you can be confident you fully understand any recommendation we make.  We will also always keep you clearly informed throughout. 4. We will always complete a personal financial review to ensure we have taken into account up-to-date details of your circumstances and objectives before any advice is given.  5. We will make you aware of the positive and negative points relating to any products recommended. 6. We have a structured review process where any changes in your circumstances or objectives can be discussed. With this in mind we arrange annual review meetings to ensure our recommendations continue to be relevant and suitable to your circumstances. We feel confident that having the TCF philosophy embedded throughout our business will give our clients the highest levels of customer service at all times.