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Treating Customers Fairly

Aitken Financial Services are committed to offering our customers the highest possible standards of service.

We proudly support the Financial Conduct Authority’s ‘Treating Customers Fairly’ initiative.

We recognise that both us and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

Our commitment to you.

We will:

  • provide you with clear information about the products and service we offer, including fees and charges
  • ascertain your individual needs, preferences and circumstances before recommending a mortgage
  • only recommend a mortgage that we consider suitable for you and that you can afford – and always the most suitable from the available options
  • not recommend a mortgage if we can’t find one we consider suitable
  • encourage you to ask if there’s something you don’t understand
  • give you access to a formal complaints procedure should you become unhappy with our service

How you can help us.

To help us give you the most appropriate advice, we will ask you to:

  • tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
  • let us know about changes that might affect your ability to repay a mortgage
  • let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
  • tell us if you think there are ways we can improve our service

Thank you for choosing Aitken Financial Services to help with you mortgage and protection needs.

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Treating Customers Fairly
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Copyright © 2024 Aitken Financial Services Ltd

Your home may be repossessed if you do not keep up repayments on your mortgage.

As with all insurance policies, conditions and exclusions will apply.

There may be a fee for arranging a mortgage.  The precise amount will depend upon your circumstances, typically between £95 – £995. In some instances there may be no fee charged. This will be confirmed in the initial meeting.

Aitken Financial Services Ltd (FCA number 959641) is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Aitken Financial Services Ltd, Unit 4B, Gateway Business Park, Beancross Road, Grangemouth, FK3 8WX. Registered Company Number: SC708247 Registered in Scotland.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.