Treating Customers Fairly

At Wealth Planning Associates, we are committed to offering our customers the highest possible standards of service.  In so doing we are pleased to support the FCA initiative‘Treating Customers Fairly’.

We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects when dealing with you.


  • We will endeavor to explain the service that we provide; the true cost, benefits and consequence of any product or service you buy from us.
  • 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 have the chance 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 reasonable and justifiable.
  • We will always attempt to 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.

Thank you for choosing Wealth Planning Associates