Treating Customers Fairly (TCF)

Committed to Treating our Customers Fairly 

Fern Wills & Trusts is committed to offering our customers the highest possible service standards. We are pleased to support the Society of Will Writers' ‘Treating Customers Fairly’ principle.

 We recognise that we and our customers have everything to gain if we act in your best interests and treat you fairly in all our dealings.

Our commitment to you

 • Provide clear information about our products and services, including fees.

• Ascertain your individual preferences and circumstances before recommending a product or service. 

• Only recommend a product of service that we consider suitable for you. 

• Give access to a formal complaints procedure should you become unhappy with our service. 

• If recommendations are unaffordable, we will seek to find the most suitable alternative. • Encourage you to ask if there is something you do not understand. 

How you can help us 

To help us give you the most appropriate advice, we will ask you to:

• Tell us as much as possible about your circumstances, family, and financial matters. 

• Tell us if we could do better and tell others when you are delighted with our service.

• Let us know about changes likely to happen in the future. 

• Let us know if there is any aspect of our service or a product you don’t understand. 

Thank you for choosing Fern Wills & LPAs.

A downloadable copy is below.

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