Lexington Wealth Management Ltd, Certified and Chartered Financial Planner  
 
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Treating Customers Fairly

Treating Customers Fairly (TCF) is integral to our business practices.

It is a core element in the way we behave and transact business. Our commercial dealings always take full account of the principle of Treating Customers Fairly.

We aim to provide full information to our clients covering the benefits, risks and costs of any recommended product or service provided.

Our intention is to inform in a clear, fair and not misleading way so that our clients can understand what they can reasonably expect from service and from any policy or plan recommended.

We aim to honour all commitments we make to our clients, if any dissatisfaction should occur we will investigate the underlying cause and take appropriate action whenever necessary.

Our reputation is important to us, therefore, client satisfaction is vital and Treating Customers Fairly is implicit in all our dealings.

 

 
 
 
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Registered Office: Orchard House, Bagbury Lane, Lydiard Millicent, SN5 4LX
Registered in England number: 05503144

Authorised and Regulated by the Financial Services Authority
The Financial Services Authority does not regulate Will Writing, Estate Planning, Trust advice, Taxation advice and some forms of Mortgages and ISA’s

To understand the features and risks of an Equity Release Mortgage, ask for a personalised illustration.
YOUR HOME MAY BE RESPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
There may be a fee for Mortgage advice.  The precise amount will depend upon your circumstances but we estimate that it will be £299.