Treating Customers Fairly
Our Mission Statement:
“Welbeck Group (Welbeck Wealth Management Ltd) firmly believes in fostering lasting personal relationships with our clients. We believe that face to face advice is the present and future of the company.”
We will do everything we can to try and ensure that:
We listen to the goals and aspirations of our clients and that we treat them fairly.
We will put the client first, with integrity.
We will pay due regard to the information needs of our clients and communicate information in a clear, fair and non misleading manner.
We will manage any conflict of interest fairly.
We will take all reasonable care to ensure that the suitability of advice is fair, accurate and trustworthy.
As our role is dealing directly with the client we will:
Ensure we have correct information based on thorough fact finding to ‘know our client’.
Clearly identify needs and deal with those needs as a priority in a clear and fair manner.
Discuss all client options and ensure we disclose clearly any key facts.
Recommend solutions within the client’s budget.
Match products to needs.
Deliver what we promise in terms of advice and service in a clear and concise manner.
