Committed to treating our customers fairly

At Forward Financial Planning, 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.

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 making a recommendation
only recommend a product that we consider suitable for you
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

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 current circumstances and financial situation as you can
let us know about changes that might affect any recommendations we may make to you
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
tell us if you think there are ways we can improve our service

Thank you for choosing Forward Financial Planning.