About Freedom Financial Planning
We will always treat you fairly.
Freedom Financial Planning is wholly committed to the FCA principle of “Treating Customers Fairly”. This is reflected in our own Client Charter.
You can expect in all our dealings with you that we will:
Treat you as we ourselves would expect to be treated
Never take advantage of you
Be open and honest
Quickly put right any mistake that we make
Emma Greer
BEng (Hons) Adv DipFA CeLTCI Chartered ALIBF
A graduate of Queen’s University Belfast, Emma has always lived and worked in the Belfast and Newtownabbey area.
After graduating with a degree in mechanical engineering, Emma worked for Isaac Agnew for 8 years, as a Sales Executive in their Mercedes-Benz dealership.
She then moved into financial services, initially as a Mortgage Adviser before qualifying as a Financial Adviser in 2008. She has obtained Chartered Membership of the London Institute of Banking and Finance and is one of only a small number of advisers in Northern Ireland with Chartered Financial Adviser status.
In her spare time Emma enjoys running and travelling. She has completed ten marathons, including the six marathon majors – New York, Tokyo, Boston, Chicago, Berlin and London. She is an animal lover and long-time supporter of the USPCA.
I believe that everyone should be entitled to decent, independent financial advice, not just the very wealthy. The days of letting your bank handle all your finances are long gone, as clients realise the importance of shopping around. Financial decisions impact on every area of our lives, so it is imperative to take the right advice from someone you can trust.
Our commitment to you, our client
- 01We will always act with honesty and integrity towards you.
- 02We will take the time to fully understand your individual circumstances, goals and views.
- 03We will always aim to give you the most suitable advice ~ even if it means losing your business to a competitor.
- 04We will never give you the “hard sell” and will let you make up your own mind in your own time.
- 05We will explain fully the true cost, benefits and consequences of any product or service we recommend to you.
- 06Your personal information will always be treated in the strictest confidence.
- 07We will always explain paperwork to you in a way that you understand.
- 08All of our staff will be professional and courteous to you.
- 09If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.
- 10We believe in building long-term relationships with our clients.
- 11We will try to maintain a level of service that you are happy to recommend to others.
Let’s talk it through.
No hard sell, no jargon. Just practical advice that makes sense.