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Treating Customers Fairly

Dartmoor Financial

Committed to treating our customers fairly

At Dartmoor Financial, we are committed to offering our customers the highest possible standards of service. In doing so we are pleased to support the Financial Conduct Authority’s initiative ‘Treating Customers Fairly’.

We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

Our Commitment to you

We will:

  • provide you with clear information about the products and services we offer, including fees and charges
  • ascertain your individual needs, preferences and circumstances before recommending a mortgage
  • only recommend a mortgage that we consider suitable for you and that you can afford – and always the most suitable from the available options
  • not recommend a mortgage if we can’t find one we consider suitable
  • encourage you to ask if there’s something you don’t understand
  • give you access to a formal complaints procedure should you become unhappy with our service

How you can help us

To help us give you the most appropriate advice, we will ask you to:

  • tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
  • let us know about changes that might affect your ability to repay a mortgage
  • let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
  • tell us if you think there are ways we can improve our service

Thank you for choosing Dartmoor Financial.


2 weeks ago

Dartmoor Financial
We're on annual leave from tomorrow till 2nd November. If you can wait for us please do - otherwise still message and I will pop you with a trusted lender in your area :)#yammasDigital Peninsula Network #mortgage #equityrelease #advice ... See MoreSee Less
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2 weeks ago

Dartmoor Financial
What fun dropping the day job for my most fun of hobbies performing a 2 hr Swing/Rat pack style show at Tavistock Goose Fair. Back on the later life mortgages now before holiday tomorrow for a couple of weeks in sunny cyprus (hopefully!) Huge well done to Sally Collings Estate Agent for coming to play. ... See MoreSee Less
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3 weeks ago

Dartmoor Financial
Photos from Tavistock Goose Fair's post ... See MoreSee Less
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1 month ago

Dartmoor Financial
🎅 CHRISTMAS IS HERE!Well… according to The Range anyway 😂More importantly, that means winter isn't far behind.I'm not suggesting for one second that people should automatically borrow money to help with the colder months.But if you're over 50, own your home and you're worried about your finances this winter, surely it's worth finding out what options are available?There are different forms of later life lending, and borrowing isn't going to be right for everyone.The answer might well be no.But let's understand it first.Know before saying no.#LaterLifeLending #EquityRelease #LifetimeMortgage #RetirementMortgage #RIO #MortgageAdvice #KnowBeforeSayingNo ... See MoreSee Less
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1 month ago

Dartmoor Financial
When Plan A doesn't work out, it's good to have Plan B ready! 🤝A big shout-out to Dan at Applicant Mortgage Brokers, who's been working hard to find the right mortgage solution for his client.Unfortunately, after being given incorrect information, the original lender is now unable to help.But Dan had already brought me in as a potential backup, just in case.So rather than leaving the client wondering what to do next, we've been able to arrange a smooth handover to explore a lifetime mortgage instead.We're booked in for first thing Tuesday morning to get things moving!Because we both work within HL Partnership, we can also securely share the client's existing documents, with the appropriate permissions, saving time and unnecessary duplication.This is what working together is all about. Different brokers, different specialisms, but the same goal: helping our clients find the right solution. 😊#LaterLifeLending #MortgageAdvice #EquityRelease #WorkingTogetherDartmoor Financial LLP is an appointed representative of HL Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.A lifetime mortgage is a loan secured against your home. Interest can roll up, increasing the amount owed and reducing the value of your estate. Equity release may affect your entitlement to means-tested benefits. Independent legal advice is required. ... See MoreSee Less
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call us on 01822 615502