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Emery (IFA) Ltd
Dugard House
Moss Road Entrance
Peartree Road
Colchester
CO3 0UL

Tel No: 01206 710000
Fax No: 01206 710033

Our Code of Ethics

The Director and Staff of Emery (IFA) Ltd are proud of our Chartered status and adhere to a strict code of ethics in the interests of all our clients as we seek to maintain a high level of professionalism. We aim to act with the highest ethical standards and integrity, in the best interests of each client.

We have a core set of values adhered to by all staff as follows:-

  1.  We comply with the Chartered Insurance Institute Code and all relevant laws and regulations.
  2. We seek to act with the highest ethical standards and integrity.
  3. We aim to act in the best interests of each client, openly and honestly.
  4. We aim to provide the highest possible standard of service.
  5. We treat people equally regardless of race or racial group, sex or sexual orientation, religion or belief, age and disability.

 

Pledge to Treating Customer’s Fairly

We are committed to ensuring that the FSA principle of treating customers fairly (TCF) is applied

 

in all areas of our day to day business activities.

In adopting the TCF principle we recognize that fair treatment of our customers is about adding value to the service we offer by aiming to:

  1. Give the customer what they have paid for;
  2. Not taking advantage of the customer;
  3. Offering the customer the best product we can;
  4. Doing our best to resolve mistakes as quickly as possible;
  5. Showing flexibility, empathy and consideration towards customers;
  6. Exhibiting clarity in all customer dealings     

If you have recently conducted business through us or had contact with us, and would like to complete & return a questionnaire. Please click on the link below.

TCF Questionnaire

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