top of page
Vulnerable_Clients_frontpage_edited.jpg

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.”

bottom of page