Client Charter

To improve the financial standing of those who interact with JDA, whilst acting honestly and with integrity to achieve this goal
Client Charter
  • We will endeavour to explain the service that we provide. The true cost, benefits and consequence of any product or service you buy from us.
  • We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
  • Your personal information will always be treated in the strictest confidence.
  • We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
  • We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
  • We aim to ensure that you are encouraged to purchase the right product or service to meet your short and longer term needs.
  • On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will be reasonable and justifiable.
  • We will always attempt to give you the best advice – even if it means losing your business to a competitor.
  • All our staff will be professional and courteous to you – even if they are not directly involved in your business.
  • If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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