Consumer Duty

Consumer Duty is the name of the new set of rules that have come into effect to set a higher standard of consumer protection in financial services. The new rules came into force on 31 July 2023.

What you can expect from us

Söderberg & Partners have a proud history of always putting the customer at the heart of everything that we do. This is a natural part of our company culture. With us you can expect to receive:

Helpful and accessible service when you need it
Clear and understandable information
Responsible oversight of how your products and services are being delivered
Products and services that are suited to your needs and that provides fair value

You can see a copy of our Value Assessment, as well as the Target Market Statement for all the investment wrappers we offer in our Platform Documents.

Please vist the website of the Financial Conduct Authority for more information about Consumer Duty.

Soderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 995131). Soderberg & Partners Wealth Management Ltd is a firm registered in England and Wales (Company Number: 14035487). Registered Office: One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ