About Us

Fenshaw IFA offers risk graded investment strategies that will ensure that your wealth is managed at all times. In order to assist in helping us to manage your money, Fenshaw IFA have appointed selected investment specialists to help construct and run our Wealth Management portfolios.

The investment strategies have a very flexible approach to investing your money. These have been designed to take account of clients' differing needs. Our tailored investment funds are risk profiled (1-7) to cater from the cautious through to the more adventurous investor.

All the strategies and portfolios into which we invest our clients are the same portfolios into which we invest our own, our families and our friends' wealth as well. If you would like to discuss having your wealth managed using our proven methods and experience, then we at Fenshaw IFA will be happy to assist.

 

Treating Customers Fairly

What is TCF?

Treating Customers Fairly (TCF) is a core Financial Conduct Authority (FCA) Principle intended to promote fair treatment of customers by regulated firms throughout the product life cycle from design to post-sales support.

Fenshaw Independent Financial Advisers always aims:

To treat its clients fairly;

To ensure that client understanding and expectation of performance and service in respect of a product are satisfied; and

To embed TCF Principles within its culture and procedures so that Fenshaw IFA's interests are aligned with those of its clients.

 

Commitment to Treating Customers Fairly

Fenshaw Independent Financial Advisers is firmly committed to the TCF principle and has already reached the 'embedding' stage of its TCF Strategy as described by the FCA.

That is to say, not only have we developed plans and processes, allocated resources and responsibilities and created capability among its staff to implement TCF, we have established the fair treatment of consumers throughout the firm on a continuous basis through our culture, business strategy, employee training, remuneration and staff behaviour.

To find out more about the FCA, its principles and its treating customers fairly initiative, please visit the FCA website.

 

Our Primary URL: www.fenshaw-ifa.com

Our others to redirect are: www.fenshaw-ifa.co.uk & www.fenshaw-ifa.uk

 

URLs for Elevate & Aviva platform links are:

Elevate URL: https://fenshawifa.elevateplatform.co.uk

Aviva URL: www.aviva.co.uk/MyAviva

Want to know more?

Call us for a friendly chat on 01376 440555 or email: enquiries@fenshaw-ifa.com