As a Talking Finances client, you can feel confident that you will be treated fairly and professionally by our competent team at all times. Read more about what that means:

Talking Finances Code of Conduct

Treating customers fairly

  • Give fair and proper consideration to your interests and requirements; obtain relevant information necessary for this purpose
  • Avoid conflicts between our professional duties to customers, our personal interests and those of competing clients
  • Act with due skill, care and diligence at all times, whilst observing the limitations of our competence and authorisation
  • Conduct all dealings in an open, fair, honest and trustworthy manner through clear and understandable communications
  • Provide suitable and objective recommendations to our customers, accounting for all laws and regulations prevalent at the time
  • Not provide or accept any money, gifts, loans orany other benefit or preferential treatment in order to achieve this goal
  • Endeavour to take into account the impact of our advice on State benefits, but we cannot give specific advice on individual benefit circumstances or claims

Our commitment towards professionalism

  • Give impartial and independent advice
  • Provide you with a clear record of advice and rationale for any recommendations made
  • Act on your behalf and not that of a lender, product or service provider
  • Are assessed as ‘fit and proper’
  • Are assessed as competent to undertake an advisory role
  • Are required to increase our knowledge by undertaking continuous professional development
  • Have access to market-leading technology to enable provision of an efficient service
  • Give access to information held on our systems that relates to you (a fee may be charged to accommodate this)

If you are unhappy with our service

  • If you want to register a complaint, please write to us for the attention of: The Compliance Officer, Beaufort Financial Planning Limited, 4th Floor, Kingsgate, 62 High Street, Redhill, RH1 1SH or telephone us on 0345 241 5349
  • A summary of how we handle complaints is available upon request
  • If we are unable to settle your complaint to your satisfaction, you may be entitled to refer it to the Financial Ombudsman at: Financial Ombudsman Service, Exchange Tower, London, E14 9SR. For further details, please visit the Financial Ombudsman Service website at www.financial-ombudsman.org.uk.