What We Do

We recognise that clients financial needs and objectives vary enormously. That’s why we offer a range of services designed to assist our customers through their various life stages, whether it’s saving towards their children’s future, or managing their investments to ensure a happy and secure retirement.

We believe that it is essential that we get to know you and your objectives first and therefore we offer all of our potential new clients the opportunity of an initial, informal discussion at our cost. During this meeting, we will encourage you to share your goals and aspirations with us and help you understand how working with us can help you achieve them, through the services we offer.

If you decide you would like us to work with you, we will then carry out a full review of your financial planning requirements or just provide advice and guidance around a specific need, if you prefer.

Treating Customers Fairly

The Directors of TIC Financial Services (UK) Limited are committed to ensuring that the FCA principle of Treating Customers Fairly (TCF) is applied in all areas of our day-to-day business activities.

In adopting the TCF principle we recognise that fair treatment of our customers is about adding value to the service we offer by aiming to:

  • protect the interests of our customers at each stage of the product life cycle, from promotion right through to after sales service.
  • to meet, to the best of our ability, the needs of each customer by offering a transparent, efficient, and professional service which will be regularly reviewed to identify areas for improvement.