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Treating you fairly

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:

  1. Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture
  2. We consider our customers when promoting new services and products and ensure that it is relevant to them
  3. Our customers are provided with clear information and we keep them informed before, during, and after the point of sale
  4. Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate
  5. We meet our customer’s expectations, providing them with a level of service and products that is of are of an acceptable standard
  6. 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