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

Business fair and square

• We will be honest and open with you about all aspects of our service, including the fees that apply
• We will keep you informed of any changes to our fees or terms of business and send you regular statements, where appropriate
• Your personal information will be treated as private and confidential in our secure and reliable record-keeping systems

Services to meet your needs

• We typically provide clients with a full Financial Planning service
• We can offer ‘one-off’ pieces of advice about a specific financial need
• We are independent advisers and not restricted in any way on which products we can recommend to you

Referrals

• Other local professionals who share our outlook are our colleagues and friends, and we are happy to refer them to you as required because we know they will look after you

Your satisfaction

• We will act quickly and sympathetically if things are not going smoothly and will consider all cases positively, keeping you in the loop throughout
• If you do not feel we have treated you fairly in any way, please write to us for the attention of: The Compliance Officer, Parallel Lines – The Advisor Collective Ltd, No. 2 Sopwith Court, Slough Road, Datchet, Berks, SL3 9AU, or telephone us on 01753 593061
• If we cannot settle a complaint to your satisfaction, you may ask the Financial Ombudsman to look into it 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.