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Our Services
Hiatt Financial has 3 principal service offerings;
- One-off financial advice
- Financial Managment
- Full Wealth Management
In the conduct of our business we follow the following 6 objectives in order to ensure that we treat all of our clients fairly:
- Clients can be confident that they are dealing with a firm where the fair treatment of customers is central to the corporate culture.
- Products and services marketed and recommended are always designed to meet your individual needs.
- Clients are provided with clear information and are kept appropriately informed before, during and after the point of sale, whether it be meetings, valuations or being at the end of the phone.
- When clients receive advice, the advice is suitable and takes account of your circumstances.
- Clients are provided with products that perform as you have led them to expect and the associated service is both of an acceptable standard and as you have been led to expect.
- You will not face unreasonable post-sale barriers imposed to change product, switch provider,submit a claim or make a complaint.