Treating Customers Fairly

At The Roberts Partnership we are committed to offering our clients 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 services we offer including fees and charges
ascertain your individual needs, preferences and circumstances before making any recommendations
only recommend a product that we consider suitable for you and that you can afford, and always the most suitable from the available options
not recommend a product 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

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 circumstances, risk attitudes and objectives, to enable us to properly assess your circumstances including how much you can afford
let us know about changes that might affect your ability to maintain your current financial commitments
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

Jonathan Partington

Managing Director (For and on behalf of the Board)