Treating Customers Fairly

At Geoff Baker Mortgage Adviser, we run a Treating Customers Fairly scheme. This is a scheme that ensures that all of our customers receive an excellent service that is fair and in plain English. We aim to exceed your expectations. The scheme ensures that you receive good advice and service that suits your needs and that we explain everything in a way that suits your experience and sophistication.

We have many systems in place that helps us to maintain our high standard of advice and enabling us to treat you fairly. Some of these points are set out below.

  1. All of our staff are highly trained, tested and qualified on an ongoing basis ensuring you receive the highest standard of advice.  Their advice is checked on a regular basis to ensure the it suits your requirements.
  2. All of our dealings with you will be in plain English, so you will not be baffled with technical terms.  All of our advisers will explain everything clearly and concisely, so that you understand every aspect of the products recommended to you.
  3. We will ensure that we explain all of our forms to you in a way that you will understand.
  4. We will complete a fact find that enables us to ensure that the advice we give you, is suitable to your needs.  This also enables us to demonstrate that we understand your personal circumstances and financial needs.
  5. The advice that we give you will be specific, individual and suited to your needs.
  6. We will provide you with a “Suitability Letter” setting out our discussions and how the advice suits your requirements.
  7. We will clearly explain the suitability letter and any quotes to you.
  8. We will keep accurate details of each stage of our dealings with you and contact you when any advice may need reviewing.
  9. We will show flexibility, empathy and consideration toward you in all of our dealings.
  10. If we make a mistake, we will rectify it as soon as possible.
  11. If you have a complaint, we have a full complaints procedure in place.
  12. We have a non-pressure company ethos, you will have time to consider our recommendations and will not be pressurised by any of my staff.
  13. I will write to you when your arrangements are complete, to invite any comments that you may have.
  14. We will always put you first.

Treating

At Geoff Baker Mortgage Adviser, we run a Treating Customers Fairly scheme. This is a scheme that ensures that all of our customers receive an excellent service that is fair and in plain English. We aim to exceed your expectations. The scheme ensures that you receive good advice and service that suits your needs and that we explain everything in a way that suits your experience and sophistication.

We have many systems in place that helps us to maintain our high standard of advice and enabling us to treat you fairly. Some of these points are set out below.

treating customers