Customer Service

We've spent years building up an enviable reputation for doing things well and doing them properly. Today, we do everything we can to protect that reputation. At Insol Financial Services we understand that codes of conduct and standards of customer care are every bit as important as services we deliver: after all, when it comes to personal or business finances, you need a team you can trust 100%.

There are two key elements to the way we handle cases and deal with our customers, and together they form the basis of a company philosophy designed around complete and long-term customer satisfaction. What's more, it's a philosophy that every one of our specialist advisors and admin support team sign up to - it's part of the Insol culture.

Our step-by-step process is a step above the competition
From the moment you first contact us, we'll handle your enquiry with all the professionalism you'd expect from a team with a track record of great customer service.

Our step-by-step process begins with us getting to know you, your circumstances and your goals. Next, we'll analyse your position, talk through the options and then implement whatever course of action we all agree will suit you best. Finally, we'll follow up your case with regular progress reviews conducted at least once a year - that way we'll make sure you're always on track regardless of changes in your situation, financial regulations or product availability.

Treating Customers Fairly
Treating Customers Fairly is the second part of our commitment to exemplary standards: it's a promise that we'll take all available measures to make sure you feel you've had good, honest, fair and transparent service at all times.

We follow official FSA guidelines and set our own high standards of conduct on everything from the accuracy and clarity of our information, or the efficiency of our communications, right though to making it easy to change your mind or switch products and providers. And, in the unlikely event that it's necessary, we'll also make sure that it's easy to make a complaint and that any grievance is handled with the speed, openness and fairness you deserve.

 
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