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Treating Customers Fairly Our Clients are at the centre of everything we do and everything we do must exceed our clients’ expectations”. We at Jelf Group have always considered that we have Treated Customers Fairly and we are committed to acting in the best interests of our clients at all times. | · | We will provide our clients with full “clarity of the offer” so that they understand what they are buying. | | · | We will ensure that there are no surprises and that a client’s policy “delivers what’s promised” at the time of a claim. | | · | We will ensure that we will “put things right, if we get them wrong”. | | · | And we promise “not to take advantage” by engaging with our clients in an open and transparent manner. |
We underpin these four business principles within our Treating Customers Fairly policy which requires amongst other things; that we:| · | Provide continuous training to ensure our staff have the right skills and knowledge to do their jobs effectively | | · | Engage in active consultation with our clients so that we fully understand their needs and requirements | | · | Provide an objective assessment of suitability when making a recommendation | | · | Communicate in an open, fair and respectful manner with clear, precise, relevant and timely supporting documentation | | · | Provide an appropriate level of after sales service | | · | Constantly measure and review the effectiveness of our treating customers fairly policy by analysing Management Information from all areas of the business and amending our internal processes accordingly to improve the service we offer our clients. |
Our policy is in line with the current guidance from the Financial Services Authority (FSA) and principle six of the FSA that states a “firm must pay due regard to the interests of its customers and treat them fairly”. Jelf Corporate Consultancy, Jelf Private Clients, Bath Financial Planning, Jelf Mortgage Solutions and A Wills & Co are trading names of Jelf Financial Planning Ltd. Healthwise is a trading name of Jelf Corporate Healthcare Ltd. Thomas & Byrne Associates, Gwalia Insurance Services, Jarvis & Byrne Associates, Hern Waters & Co, Haines Wallace Commercial Insurance Brokers and Sedgemoor Insurance Services are trading names of Jelf Insurance Brokers Ltd.
Goss & Co (Financial Services) Ltd, Goss & Co (Insurance Brokers) Ltd, Jelf Corporate Healthcare Ltd, Jelf Financial Planning Ltd and Jelf Insurance Brokers Ltd are part of Jelf Group plc and are authorised and regulated by the Financial Services Authority (FSA). Not all products and services offered are regulated by the FSA. Jelf Commercial Finance Ltd, part of Jelf Group plc, is not authorised or regulated by the FSA. The regulated elements of the services provided by Jelf Commercial Finance Ltd are transacted through Auto Business Solutions Ltd, which is authorised and regulated by the Financial Services Authority. Jelf Group plc is a registered company (Reg No. 2975376), its registered address is Fromeforde House, Church Road, Yate, Bristol, BS37 5JB (Registered in England and Wales). For further information, and to check each firm’s registration details, please visit the FSA using the link below. Please note, not all services and products offered by the Jelf Group are regulated by the FSA.
The Financial Services Authority is the main regulatory body for the financial services, general insurance and healthcare industries. |
www.fsa.gov.uk | | |
The Financial Ombudsman Service
provides consumers with a free, independent service for resolving disputes with financial firms. | www.financial-ombudsman.org.uk |
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