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Colin Palmer Financial Services

03 - Sep - 2010

CPFS is a Herts based IFA advising in all surrounding Counties on all aspects of financial services including mortgages.

Our Principles of Business

Principles of Business

Our Principles of Business are;

1. Integrity.To conduct our business with transparancy 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 of our 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.

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages you can choose how we are paid: pay a fee, usually (0.50%) of the loan amount, or we can accept commission from the lender.

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An Appointed Representative of Sesame Ltd which is regulated by the Financial Services Authority

  • Colin Palmer Financial Services is an Appointed Representative of Sesame Ltd which is regulated by the FSA
  • Financial Advisers in Royston, covering Herts and surrounding Counties
  • Pensions in Royston, Herts and surrounding Counties
  • Life assurance in Royston, Herts and surrounding Counties
  • Financial Services in Herts and surrounding Counties
  • Retirement in Royston, Herts and surrounding Counties
  • Colin Palmer Financial Services
  • Pension Transfers, Drawdown, Annuity advice in Herts & surrounding Counties