Treating Customers Fairly

It has always been the belief of everyone at Shepherd Independent Financial Advisers Limited that treating customers fairly is key to successfully delivering financial planning solutions to their clients.

Regular client contact and feedback forms an integral part of the management information used when looking at ways to improve the systems and procedures within the practice.

All management information is reviewed without exception on a quarterly basis, together with suggested changes and improvements.

Shepherd Independent Financial Advisers Limited believe that a totally transparent service offering with a structured approach to meeting each clients needs provides a successful offering and meets with the Financial Services Authority requirements.

Further information regarding Shepherd Independent Financial Advisers’ services can be found in our:

• Terms of Business Letter
• Key Facts “About our Services”
• Key Facts “About the Cost of Our Services”

Shepherd Independent Financial Advisers Limited endorses the Financial Services Authority view that treating customers fairly is central to the corporate culture and future existence of the Financial Services industry.

For further information see www.moneymadeclear.fsa.gov.uk (Please note: Shepherd Independent Financial Advisers are not responsible for the content or accuracy of this website).