• NeXus Financial Planning....
  • 2-4 York Buildings, Cornhill
  • Bridgwater
  • Somerset
  • TA6 3BS
  • Tel: 01278 439494
  • Fax: 01278 439495
As independent financial advisers,"we are commited to proving you,our client ,with quality financial advice"

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Treating Our Customers Fairly..

Nexus Financial Planning
Committed to treating our customers fairly
 

At Nexus, 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.

Should you feel that we have fallen short then we would ask that you please call us on 01278 439494

       
        
        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 we advise you.
  • Only recommend products or services that we consider suitable for you and that you can afford – and always the most suitable from the available options.
  • Not recommend a mortgage 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.
  • Before you accept our advice, we will clearly explain the main benefits and risks to you.
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 income and outgoings, to enable us to properly assess how much you can afford.
  • Provide as much information as you can about you and your requirements, financial situation and future plans. This will help us to recommend products which are suitable and that you can afford.
  • Let us know about changes that might affect your ability to maintain any product or service.
  • 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, we will do everything we can to ensure you understand our advice.
  • Tell us if you think there are ways we can improve our service

Thank you for choosing Nexus Financial planning, we have continued to grow via personal introductions and recommendations from satisfied clients. We look forward to a long lasting business relationship and hope that you feel able to support us in this matter.

Nexus Financial Planning
 

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Need help?...For a FREE initial discussion fill out our enquiry form and we're happy to answer any questions!! Alternatively, call us now on 01278 439494

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