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Welcome to the web site of Colin Palmer Financial Services
Welcome to Colin Palmer Financial Services
Colin Palmer Financial Services provides friendly, straight forward advice on financial advice and mortgage advice...
As Independent Financial Advisers we are committed to arranging solutions to meet your individual needs. We offer a Free Initial Consultation and give totally independent unbiased advice, so let us help you to make the right decision for you, your family or your company. By offering a wide range of different, yet effective solutions we believe that we can offer:
- A truly unique advisory process
- Advanced and on-going servicing for all of our clients
Our mission statement is to deal with peoples finances in a clear and understandable manner by providing the personal touch to enable us to identify and evaluate your needs. Whether you are looking for financial advice or guidance for:
- Key Man Company protection
- Personal family protection
- Investments
- Pensions both Personal and Group
- Mortgages, Re-mortgages or Buy to Let
- Personal Loans
Our Principles of Businessare;
1. Integrity.To conduct our business with honesty and integrity.
2. Skill, care and diligence. To conduct our business and our business dealings with due skill, care and diligence.
3. Market conduct. To conduct our firms dealings by observing proper standards of market conduct.
4. Customers interests. To pay due regard to the interests ofour customers and to treat them fairly.
5. Communicating with our clients. To pay due regard to the information needs of our clients and communicate information to them in a way which is clear, fair and not misleading.
6. Conflicts of interest.To manage conflicts of interest in a fair way, both between ourselves and our clients and between a customer and another client.
7. Customers: relationships of trust. To take reasonable care tro ensure the suitability of our advice and discretionary decisions for any customer who is entitled to rely upon our judgement
For details of the services we offer on mortgage products, please request copies of our Terms of Business and Mortgage Key Facts 'Initial Disclosure Document'.