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Vulnerable Clients Policy

The FCA defines a vulnerable consumer as someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.

Privacy Policy

ROBERTSONS & CRAWFORD Ltd takes the privacy of personal data seriously - we therefore ask you to please read the following important information which explains how we collect, store and use your personal data. ROBERTSONS & CRAWFORD Ltd is registered under the General Data Protection Regulations GPDR 2018.

Complaints Procedure

This documents sets out Robertsons & Crawfords Complaints Procedure.  A complaint is defined as: 

“Any oral or written expression of dissatisfaction, whether justified or not, from, or on behalf of, a person about the provision of, or failure to provide, a financial service, by our firm.”

ROBERTSONS & CRAWFORD LTD

1st Floor, 3-4 Market Place, Wokingham

RG40 1AL

E-mail: info@robertsonsandcrawford.co.uk

Main Office: 0118 207 5009

Fax: 0118 907 4041

 

© 2017 JHS&RSS

© 2023 MES

Robertsons & Crawford are associate members of the Consumer Duty Alliance
https://consumerduty.org/

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