Committed to treating our customers fairly

At Collingwood Mourton Associates, we are committed to offering our customers the highest possible standards of service. In so doing we are pleased to support the Financial Services Authority initiative ‘Treating Customers Fairly’.

We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

• ·         provide you with clear information about the products and service we offer, including fees and charges
• ·         ascertain your individual needs, preferences and circumstances before recommending an investment or financial product
• ·         only recommend an investment or financial product that we consider suitable for you and that you can afford – and always the most suitable from the available options
• ·         not recommend investment or financial product if we can’t find one we consider suitable
• ·         encourage you to ask if there’s something you don’t understand
• ·         give you access to a formal complaints procedure should you become unhappy with our service

• ·         tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
• ·         be completely honest about how averse to risk you are
• ·         let us know about changes that might affect your investments
• ·         let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
• ·         tell us if you think there are ways we can improve our service

Thank you for choosing Collingwood Mourton Associates.