financial management

 
customer care   family protection   pensions   investments   estate management   mortgages   mortgage protection  
  independent financial advice west yorkshire

OUR COMMITMENT TO YOU � OUR CUSTOMER

• Insight Financial Management Ltd will endeavour to explain the service that Insight Financial Management Ltd provide. The true cost, benefits and consequence of any product or service you buy from us.
• Insight Financial Management Ltd will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
• Your personal information will always be treated in the strictest
confidence.
• Insight Financial Management Ltd will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
• Insight Financial Management Ltd will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
• Insight Financial Management Ltd aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
• On occasions that Insight Financial Management Ltd feel it is appropriate for us to charge a fee for our services Insight Financial Management Ltd promise that it will be reasonable and justifiable.
• Insight Financial Management Ltd will always attempt to give you the best advice ~ even if it means losing your business to a competitor.
• All of our staff will be professional and courteous to you ~ even if
they are not directly involved in your business.
• If you are unhappy with the service Insight Financial Management Ltd provide Insight Financial Management Ltd will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

Insight Financial Management Ltd is an appointed representative of Intrinsic Independent Ltd which is authorised and regulated by the Financial Conduct Authority.