Treating Customers Fairly (TCF) is one of the core principles. At Primera Wealth Management, we continually review our people, systems and processes against the 6 consumer outcomes created by our industry regulator.
We believe TCF principles run through the very core of our business and shape the way we operate at all levels. In practical terms this means we are committed to ensuring:
If you as a client feel that we have not met one of our TCF commitments then please do contact us to let us know – either on email tcf@primerawealth.co.uk or by ringing Neil Donnelly, Managing Director, on 01245 847900.
We will be delighted to hear from you as only by getting feedback and being made aware of potential issues can we strive to continually enhance our delivery to our clients.
Primera Wealth Management is a trading style of Primera Wealth Management Limited. Primera Wealth Management Limited Registered in England and Wales No 107284999. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Primera Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Primera Wealth Management is a wholly owned subsidiary of Perspective Financial Group Ltd.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK Should you have cause to complain, and you are not satisfied with our response to your complaint you V1 2021 may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk
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