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Additional information |
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DQS Financial Management |
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Mission statement:
Treating customers fairly - Mission Statement
“Our mission is to work in partnership with our customers, providing the most appropriate solutions for their individual needs with the highest level of service”
“No frills, no bells and whistles and most of all NO PRESSURE”
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
We welcome customer feedback on a regular basis
We encourage all our staff to continue with their professional development
We have developed robust and detailed procedures to check on our performance
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 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. |
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Overview:
When you turn to us for advice and in the planning and management of your finances, our promise to you is personal service and individual attention from a team of committed professionals. We will help you cut through the jargon, we will take the time to really understand your needs, and we will get to grips with your long term goals.
We will discuss your options with you, and help you reach the best decisions in order to attain your financial planning objectives - whatever they may be.
No frills, no bells and whistles, and, most of all, NO PRESSURE. |
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History:
Dyson, Quaintance and Strange Financial Management is a well established practice, having grown significantly following its formation in April 2001 when Chris Dyson, Rob Quaintance, and Carrie Strange joined forces.
Having initially based ourselves in rented offices on the Heathfield Industrial Estate, Bovey Tracey, we soon outgrew the rooms available and set about looking for a more permanent home in 2003.
After several false starts, we eventually purchased an ex solicitors office (complete with walk in safe!!) at 5 St. Pauls Road, Newton Abbot, Devon in October 2004. Following a complete refurbishment of the premises, the business moved in January 2005, and DQS House has been our home ever since. It proudly boasts one of the finest ladies toilets in the town! |
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