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Treating Clients Fairly

We are a people’s business and so we never lose sight of the fact that it is our clients who help to shape our company and make it the success it is today.

That is why we continually strive to ensure that our clients receive a market leading service when it comes to independent financial planning that they can really see the benefits of. Most importantly we take the time in the beginning to discuss with you your financial aspirations now and for the later years. Vision is structured to enable our advisers to spend more time with clients thus providing you with an unparalled relationship based financial planning service together with a personalised approach and professional skills within the industry.

At Vision, we will always aim to treat every client fairly and honestly. We are authorised and regulated by the Financial Conduct Authority (FCA), and adhere to their guidelines in this area.

The FCA has identified six desired outcomes that demonstrate that a firm is treating its clients fairly, which are as follows:


  1. Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
  2. Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
  3. Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
  4. Where consumers receive advice, the advice is suitable and takes account of their circumstances.
  5. Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.
  6. Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.

For further information on Treating Customers Fairly please visit the Financial Conduct Authority website here.