Treating Clients Fairly (TCF)

J.R. Edwards Financial are committed to ensuring that the FSA principle of treating clients fairly (TCF) is applied in the way we conduct our business.

In adopting the TCF principle, the key factors we recognise are:

  1. You can be confident that you are dealing with a firm which holds the fair treatment of our clients as central to our corporate culture.

  2. Products and services marketed and sold in the retail market are designed to meet the individual needs of our clients.

  3. Our clients are provided with clear information and are kept appropriately informed before, during and after the point of sale.

  4. Where we offer advice to our clients, the advice is suitable and takes account of their individual circumstances.

  5. Clients are provided with products that perform as we have led you to expect, and that the associated service is of an acceptable standard, and is as you have been led to expect.

  6. Clients will not face unreasonable post-sale barriers imposed to change products, switch providers, submit a claim or make a complaint

  7. We make it easy for our clients to communicate with us via our switchboard number or via the "Contact Us" facility on this website. 

We absolutely welcome your feedback or any improvements you can suggest.