Treating Customers Fairly at Cohesion Financial Solutions

Treating Customers Fairly

At Cohesion Financial Solutions, we are committed to ensuring our clients are treated fairly and receive advice and solutions that meet their needs. As an Appointed Representative of ValidPath, we follow the regulatory frameworks set by the Financial Conduct Authority and follow the principles of Consumer Duty to ensure we place the interests of our clients first at all times.

We aim to ensure that:

You can be confident you are dealing with a firm committed to meeting our regulatory obligations – our culture and governance promote integrity and professionalism.

Our advice is suitable for you – our recommendations consider your unique situation and are explained clearly.

Products and services that we recommend are tailored to your needs – they will have been selected to meet your needs, circumstances and objectives.

Information is clear and transparent – we keep you informed about the benefits, costs and risks associated with any advice given or product recommended.

Our services meet your expectations – we deliver high standards in line with what we promise.

You do not face unreasonable barriers – we make it easy to amend, switch, or exit products and to submit complaints or questions.

If you have any concerns about the fairness of our services, please email us at connect@cohesionfs.co.uk or call us on 01727 322481.