Treating Customers Fairly

Treating Customers Fairly

Monro Financial Mangement seeks to work in partnership with our customers and provide them with confidence that we will always work in their best interests. To this end we will provide independent advice and ensure clients’ understanding on the advice at every stage.

A high quality service is seen as core to this, along side an open and transparent way of interacting and providing services, as well as the structuring of our fees. We look at all areas of our business on a regular basis to ensure that:

  • Clients can have confidence that fair treatment is central to our culture
  • Customer circumstances are fully considered when promoting new services or products
  • Clients receive clear information and are kept informed
  • Building up a deep understanding of client’s situation and Customer confidentiality is always maintained
  • We encourage feedback as we a way of improving our services