Customer Service Charter
McConachie Stedman is committed to providing a high standard of service to our clients, stakeholders and the wider community. We are dedicated to ensuring that our clients wealth is maximized and future is secure. We strive to find tomorrow’s solutions today.
- Providing timely and quality advice;
- Assisting clients achieve financial wealth and freedom through a holistic lifecycle mindset;
- Being proactive and innovative in our approach;
- Our staff being engaged and treated with respect;
- Taking pride in the work we do for our community.
HOW YOU CAN HELP US
You can help us deliver the best possible service you need by:
- Providing us with complete and accurate information;
- Informing us of any changes to your personal circumstances;
- Being open and honest in your dealings with us;
- Treating our staff with courtesy and respect.
- Keep you informed of the work we are completing for you;
- Have open and honest conversations;
- Provide tailored advice working together towards a proactive solution.
We value feedback and are always looking at ways to improve the services we offer to our clients. If you wish to share your experience with us, good or bad, please email us at email@example.com