The Investment Coach Limited

Our mission is to “bring order to the financial chaos” by coaching you and your finances to a level where we can truly make joint decisions based on knowledge and a shared vision – most commonly to better your total net worth. Treating the Customer Fairly 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 Our business is our clients, we never forget that We have built processes to ensure the basics happen when they should using technology at the core 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.

Address: Manor Farm, Wymington Road, Podington, Wellingborough, Northamptonshire NN29 7HP, United Kingdom

Phone: +44 1933 315 698
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