The retail distribution review (RDR) is set, by 2012, to change the way companies like ours are paid for providing you with advice. Currently, advisor remuneration tends to be determined by product providers who pay an advisor a set level of commission on each product. Post-RDR advisors will agree directly with clients an appropriate charge for their advice rather than receiving a commission from the product provider.
Treating customers fairly (TCF) places the onus on advisors to demonstrate they are providing clients with a level of ongoing service that justifies the revenue received from them. TCF also requires an advisor to ensure you understand the risks and limitations of a product as well as its benefits.
We set out to ensure that our approach to you meets both your needs and those of the various regulatory authorities as we move through the next few years of change in the industry.
Click to download a copy of our service charter in PDF format
We operate a robust and scientific investment process to help you achieve your long-term financial goals. Our integrated wealth management system offers a planning process unlike anything you are likely to have experienced before.
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Eden Financial & Wealth Management Limited
Brick House, 150a Station Road, Woburn Sands, Milton Keynes, MK17 8SG
Registered in England No. 07190569, Unit 31 Walker Avenue, Wolverton Mill, Milton Keynes MK12 5TW
t: 01908 583883 f: 01908 587669 e: neilb@edenfwm.co.uk w: www.edenfwm.co.uk
Eden Financial and Wealth Management is an appointed representative of IN Partnership the trading name of
The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.
This website is directed at UK residents only.
