Customer Satisfaction Charter
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Please find our FAQ's below.
If you need any further assistance please get in touch.
Q: Is Talk Moneywise Group truly independent?
A: Yes, we give you access to truly independent advisors who offer whole of market independent solutions and advice. Advisors will advise you on the solutions, products and services which are best suited to your situation, needs and financial welfare.
Q: Are advisors regulated?
A: Yes, advisors who offer financial advice are regulated by the Financial Conduct Authority (FSA). Advisors offering advice in other specialist fields are regulated and authorised by the appropriate regulatory authorities if applicable.
Q: Can I be confident that all of my affairs will be dealt with in the strictest confidentiality?
A: Yes, not only do all of advisors work with the utmost discretion, their regulation and data protection rules mean that all conversations and details about you and your financial circumstances will be kept strictly confidential and only ever released to product providers with your permission.
Q: Do I have to visit a Talk Moneywise branch to see an advisor?
A: No, if you call, text or email one of our branches you will be able to make an appointment for an advisor to visit you at your home or your office at a time to suit you. However, you are always welcome to visit any of our high street branches.
Q: What information will I need to have available when I meet with an advisor?
A: The more information you can provide to an advisor when you meet with them about your personal situation and finances will enable them to provide more finely tuned advice and support more quickly.
Q: Will I be dealing with one person?
A: When you contact your local Talk Moneywise branch you will be allocated an advisor based upon your needs at the time. This advisor will be your primary contact. Like any industry though, there are specialist areas of expertise. So as your needs change over time you may need to talk to other specialist advisors at your local branch. You will, however, always have access to your primary contact.
Talk Moneywise Group Ltd operate a chain of high street branches and offices giving you
to regulated, qualified and experienced independent advisors who have the regulated permissions to give you the advice you need to suit your individual and business circumstances and needs. Any advice you receive from our Talk Moneywise branches will be from independent advisors from
Talk Financial Solutions Ltd authorised and regulated by the Financial Conduct Authority number 539151, Talk Credit Solutions Ltd licensed by the Office of Fair Trading license number 641608,
Talk Wills & Trusts Ltd a member of the Society of Will Writers.
Talk Moneywise Group Ltd is registered with the Information Commissioners Office Data Protection Act 1998 license number Z245197X.
We think it is important that you understand the strengths and limitations of Talk Moneywise Group Ltd and this website. Talk Moneywise Group Ltd give you
to the relevant solutions and advice for your personal and business circumstances and needs. Talk Moneywise Group Ltd does not give financial advice. Talk Moneywise Group Ltd cannot guarantee the information on this website and cannot accept any liability for the information on this website or any advice given
by regulated, qualified advisors.
What we offer
Talk to qualified advisors today!
Text: TALK GROUP to 87070
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