Treating customers fairly is central to the success of Vantis Financial Management Ltd. The strength of the relationship with you, our client, is part of our business philosophy and we will deal with you as we would wish to be dealt with ourselves.
All of our clients are treated with honesty, integrity, openness and courtesy. Finding out about your objectives is central to the advice you are looking for and listening to you is vitally important to achieve this. Only after very careful consideration do we tailor our solutions to your needs.
Fair treatment means delivering a positive experience, helping our clients and aspiring to do what we say we are going to do when we say we are going to do it. Decisions are made with the interests of our clients uppermost and all of our employees can challenge the 'rules' if they seem unfair to the client.
We are a fee based practice and we will always agree the fee before we commence any work for you (we can offset fee costs by retaining any commission payments received on products bought).
However, fairness does not mean being the cheapest or always giving customers what they think they want. It doesn't mean treating clients all the same, catering for the lowest common denominator or taking away the clients' responsibility to make their own financial decisions.
We operate an effective complaints procedure dealing with any disputes in a fair and even handed manner.