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Blue Moon Customer Service Charter.

 

At Blue Moon Ltd, we follow our own strict guidlines to ensure we provide the best possible service for you, our client. In fact, we even have our own Customer Service Charter. This is something we follow with every client no matter what service we are providing. We use only the latest technology to assist in locating the best policies from the whole of market and excellent back office software to allow us to track, and keep you up to date, with any progress with your policy. All of our advisers work to the standards of this charter and are always up to speed with industry leading training and support. Please see below for a copy of our Customer Service Charter.


Blue Moon Mortgages Ltd - Customer Service Charter

Choosing the right financial adviser is an important decision to make. Getting good financial advice will make a real difference to achieving your goals. You might want to borrow money to buy a house or make sure your finances could survive if illness or unemployment meant you could not work. There are lots of things to think about and we at Blue Moon Mortgages Ltd will help you understand and prioritise your financial needs. We always act in the best interests of our client. We use research tools for the whole of the market to ensure a suitable solution is presented to meet your objectives and we offer on-going lifetime planning solutions, if that is what you require. We offer a personal service tailored to your circumstances and we offer 3 types of service.

FINANCIAL CONSULTANCY

We provide financial consultancy for business and private clients with complex affairs creating and managing a comprehensive and evolving strategy on a bespoke basis. An ongoing monthly fee is charged for this service and you will benefit from telephone or face to face meetings, to review your financial position and to discuss and agree any changes or enhancements that may need to be made, every six months.

FINANCIAL ADVICE

We provide financial advice to make sure you have the right products for your immediate and future needs. There is no annual charge and we will provide a telephone or face to face review every 12 months to review and discuss your financial position and agree any changes or enhancements.

FINANCIAL TRANSACTIONS

We will arrange to transact particular financial products at your request and e-mail to you an annual review. There will be no formal review unless you request this from us. We look forward to agreeing how best we can meet your needs and providing you with solutions to meet your financial needs.

Remember, at Blue Moon Mortgages Ltd we are authorised and regulated by the Financial Services Authority.

If you would like to download a pdf version of this charter, please click here.

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Our independent mortgage advisers are not tied to any lenders and are working for you. Not only do we offer independent mortgage advice, we can also source all your mortgage related insurance needs from a range of insurance product providers.

For a quick, no obligation mortgage quote simply click on the 'Mortgage Search' below or give one of our helpful advisers a call, free, on 08000 11 20 21.

Please feel free to have a look at our 'Mortgage Jargon Explained' and our FAQs for more information.


THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY DEBT SECURED ON IT.

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