At David Wilkes Financial Services, you can be assured that we offer the highest standards of technical excellence, integrity and professionalism.

Where David Wilkes Financial Services differ from the supermarket sector in offering financial services and products, is that we believe in acting in the client’s best interests at all times. 

Treating Customers Fairly (TCF)

The aim of TCF (Treating Customers Fairly) is to raise standards in the way firms carry on their business by introducing changes that will benefit consumers and increase their confidence in the financial services industry. David Wilkes Financial Services use this principle to do business in a way that will help ensure customers get fair treatment and efficient service.

David Wilkes Financial Services successfully applies the Treating Customers Fairly (TCF) initiative by ensuring:

1. the products and services we market and sell are designed to meet the needs of identified consumer groups and are targeted accordingly.
2. customers clearly and fully understand the features, benefits, risks and costs of the financial products we offer.
3. customers are offered the best deal at the point of sale.
4. we do not take advantage of any financial vulnerability of the customer.
5. customers have confidence so when dealing with David Wilkes Financial Services the fair treatment of them is central to our corporate culture.
6. the advice that we give will be suitable and will take into account our customers´ circumstances
7. we conduct ourselves in a way that encourages the customer to want a long-term relationship with our business.
8. customers trust our business as a result of the way we conduct ourselves.
9. we work with customers to enable them to make informed decisions about the financial services products that meet their needs.
10. customers are dealt with promptly and in a consistent manner.
11. all suppliers of products understand our TCF policy.