Putting Customers First
At Confident Finance, we are committed to delivering outcomes that put our clients’ interests at the heart of everything we do. The FCA’s Consumer Duty builds on the principles of Treating Customers Fairly, aiming to ensure that consumers consistently receive good outcomes from financial products and services.
We take our responsibilities seriously and are committed to embedding a culture across our firm where fair treatment of customers is central. Our senior management ensures that all staff act in the best interests of our clients and consistently deliver positive outcomes.
We focus on the following key principles:
- A customer-first culture: You can be confident that the fair treatment of clients is embedded in our culture and approach.
- Products and services designed for your needs: We only offer products and services that are appropriate for the clients they are intended to serve.
- Clear and timely information: We provide transparent, easy-to-understand information before, during, and after any advice or service.
- Suitable advice: Any advice we give is tailored to your individual circumstances and objectives.
- Products and services performing as expected: Our recommendations and the services we provide meet the standards we set and what we communicate to you.
- No unreasonable barriers: We make it straightforward for clients to switch products, change providers, make claims, or submit complaints without unnecessary obstacles.
At Confident Finance, our commitment to the Consumer Duty reflects our ongoing promise: to act in your best interests, provide clear guidance, and ensure that every client receives a fair, transparent, and positive experience.
