Our code of conduct

  • We will always help you to the best of our ability.
  • We will endeavour to explain the service that we provide. The true cost, benefits and consequence of any product or service you buy from us.
  • We will treat our customers and colleagues fairly and with respect.
  • We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
  • Your personal information will always be treated in the strictest confidence.
  • We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
  • We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
  • We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
  • On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will be reasonable and justifiable.
  • We will always give you the best advice - even if it means losing your business to a competitor.
    All of our staff will be professional and courteous to you - even if they are not directly involved in your business.
  • If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.
CPS Financial Solutions