Treating Customers Fairly - TCF

The Somerset Group welcomes the FSA initiative "Treating Customers Fairly" - TCF.

We believe that all clients of every financial services firm have the right to receive advice in plain English that they can understand about appropriate products to meet their needs. We believe that the charges for this advice and any products recommended should be explicit, transparent and reasonable, and that our clients must understand and agree to these in advance. Fair dealing is an intrinsic part of all our business processes.

A relationship with a financial adviser is not just about charges, but service as well. At the Somerset Group we believe that we provide an excellent service through regular face to face meetings, providing a wealth of tax and economic information through the website and regular newsletters. We are of course always looking to improve and welcome any suggestions that you may have.

Our clients can access our back office system by logging in to our website. This allows you to up date any changes, (eg. change of address), as well as obtain valuations of all contracts for which we are the servicing agent. (Please ask us for log in details if you don't already have them.)

The Somerset Group is completely independent and able to advise on all financial products.