Our Mission Statement
To constantly improve our standards, treating our clients fairly at all times, thus letting them receive a unique independent personal service
We have a Customer Charter that highlights our 10 key service considerations. click here
We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in the culture of our firm and our customers can be assured of this as:
- We are open about the way we carry out our business and how we are remunerated
- If the customer does not receive what they feel is value for money, we don’t expect to get paid
- Publish policies and standards and to be open about how we perform against those policies and standards
- We retain flexibility, offering our clients to opt to deduct their fees from fund charges at time of investment or trust setup
- Customers to receive a complete service from us
- Ensure our employees are fully trained and empowered to give the help and advice our customers need
- Ensure employees are aware of our procedures, their responsibilities and methods by which the company disseminate information in a consistent manner for all clients
- We encourage all our staff to continue with their professional development
- We will make sure that the information we provide about our services is accurate, helpful and up to date
- There will always be a member of staff available and keen to support our customer’s enquiries
- As part of our service, we will offer a full savings and credit review to ensure our customers are getting best access to, and competitive terms and rates for: current accounts, deposit accounts, NS&I products and credit cards
- All our documentation has been designed with everyday language at its focus and is as jargon-free as possible
- We welcome customer feedback on a regular basis so we can use it to develop our services, learn lessons and identify areas we need to improve
- Our business is our customers, we never forget that
We look at all areas of our business on a regular basis to ensure that:
- Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture
- We consider our customers when promoting new services and products and ensure that it is relevant to them
- Our customers are provided with clear information and we keep them informed before, during, and after the point of sale
- Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate
- We meet our customer’s expectations, providing them with a level of service and products that is of are of an acceptable standard
- We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority.
4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676