MCCLARENCE FINANCIAL LIMITED

TREATING CUSTOMERS FAIRLY

MISSION STATEMENT

McClarence Financial Ltd has always worked on the premise of Treating Customers Fairly and the concept has been embedded in our principle since the practice was founded 20 years ago.  Indeed it is by following these principles that the Company has been enabled to thrive and grow. 

The Financial Services Authority (FSA) has charged firms with implementing and monitoring Treating Customers Fairly (TCF).  It has defined six consumer outcomes whichs they expect to be demonstrated consistently within a firm. 

McClarence Financial Ltd has always striven to give the best service possible to its clients and to treat them in a fair manner and we will continue to do so.  To ensure compliance with the principles of the six outcomes we will ensure -

Ø      Treating Customers Fairly is central to the ethos of McClarence Financial Ltd;

Ø      That products and services are marketed and sold correctly to the right people;

Ø      Clients are provided with clear information before, during and after the point of sale;

Ø      Clients receive advice that is suitable and takes into account their circumstances;

Ø      Clients are provided with products that perform as firms have led them to expect;

Ø      Clients do not face unreasonable post sale barriers.

These principles will be monitored on a regular basis and our compliance procedures evaluated to ensure that the principles are being met. 

As part of this process we will contact you to provide evaluation feedback.

This sheet is for your information – please read it carefully.  If you have any questions then please contact Joseph McClarence on 01670 504223 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .