Treating Customers Fairly
OUR CHARTER
- At the beginning of our first meeting, we will fully explain our services to you and tell you about our business partners
- We will carry out a review of both your Mortgage and your Protection needs before we provide any advice or make any recommendations
- We will review your monthly budget with you to make sure that any recommendations are affordable both now and in the future
- We will explain and discuss with you the need to have adequate provision for financial emergencies
- When we make a mortgage recommendation, we will also make full recommendations to cover all your protection needs which we identify
- We will not recommend any products or advice you to enter into any arrangements which are not appropriate for you
Madeline Van Der Wal
Practice Principal
Danielle Foord
Mortgage Adviser
Samantha Neyland
Mortgage Adviser
Tulip Financial Services
Practice Principal
Danielle Foord
Mortgage Adviser
Samantha Neyland
Mortgage Adviser
Tulip Financial Services