Carpenter Box Financial Advisers Join the Consumer Duty Alliance

We are proud to announce that Carpenter Box Financial Advisers have joined the consumer duty alliance. The alliance was launched in March 2023 to support firms like us in the adoption and implementation of the FCA’s Consumer Duty requirements.

A Commitment to Better Consumer Outcome

Carpenter Box Financial Advisers have always been committed to delivering better consumer outcomes.  As part of the Consumer Duty Alliance as a firm, we are committed to following a code of professional standards as follows:

  • Act in good faith in all dealings with clients.
  • Avoid causing foreseeable harm to clients.
  • Inform, empower, and support clients to pursue their financial needs, objectives and aspirations.
  • Fully disclose, clearly explain, and consciously mitigate any conflicts of interest identified in our dealings with clients. Including, where commercial interests might conflict with a client’s best interests.
  • Only offer products or services that are both suitable and needed, offering fair value and transparent pricing.
  • Ensure clients receive the support they need when they need it.
  • Embrace a focus on customer vulnerability

Above all, our Google reviews and testimonials provided by our clients speak for themselves. We value the feedback received to ensure that we can deliver the best possible service and listen to our clients. As a result, we are able to adapt our business processes, make any improvements or adaptations and provide the best service we possibly can.

In conclusion, by joining the Consumer Duty Alliance, Carpenter Box Financial Advisers reinforces its dedication to delivering unparalleled service and ethical standards. We’re committed to empowering our clients, mitigating conflicts, and providing only the most suitable and necessary solutions. Overall, your feedback fuels our growth, and together, we can navigate your financial journey successfully.

With our deep industry knowledge, proven expertise, and commitment to your success, Carpenter Box Financial Advisers is your trusted partner for navigating complex financial landscapes. For more information on our brand and the services we provide contact us at 01903 534587.