The commitments in our service charter are underpinned by eight key service principles: speed, accuracy, clarity, transparency, accessibility, empowerment, courtesy and efficiency. These principles form the bedrock of the exceptional service we provide to the advisers with whom we work in partnership.

  • Speed

Our experienced team understand that time is of the essence when you make an enquiry. You can contact us using our 24/7 online knowledgebase, send an email or get in touch via telephone or live chat when you need an immediate response.

All of our systems have been designed specifically to give you the answers you need as quickly as possible.

You need information quickly – and we understand that

  • Accuracy

Our team have a thorough understanding not only of our technology and the services we provide, but of your needs as a financial adviser. We understand that advisers’ time is precious and that you need accurate information to provide the service your clients expect.

You rely on accurate information – we understand that

  • Clarity

We are committed not only to speed and accuracy, but also clarity. When we respond to your enquiry, we will give you the answer you need succinctly and clearly. We understand that you have better things to do than deciphering convoluted language and jargon to get the information you need.

The answers we give you will be clear and succinct

  • Transparency

We know how frustrating it can be when you need information and you have no idea how long it will take to get an answer. We will be as transparent as we can. If we cannot answer your question immediately, we will tell you how long it will take to get the information you need.

If we can’t answer immediately, we’ll tell you when we’ll have the information you need

  • Accessibility

We make ourselves as accessible as possible to you. You can pick up the phone and ring us, use live chat or send us an email. Our online knowledgebase is available 24/7 and will often be able to answer your questions immediately.

You can choose the best way to contact us

  • Empowerment

If we get something wrong we are keen for you to let us know, so we can put things right quickly. Equally, it is always helpful to know when we have surpassed your expectations. We ensure we provide the best possible service by empowering advisers to share feedback at the end of each contact with us.

Your feedback helps us provide the best possible service

  • Courtesy

We never forget that great service is all about people. Our team will always treat you with the courtesy you deserve, as a valued adviser partner. A friendly approach is a key part of the culture of the Select Platform.

Courtesy and a friendly approach are a key part of our culture

  • Efficiency

The greatest efficiency comes, we believe, from combining market-leading technology with an experienced team committed to providing exceptional service. This enables us to provide a highly personalised service with the flexibility to adapt to changing circumstances.

Our efficiency is built on market-leading technology and the experience of our team

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