Us
At 336FM we have a dedicated team with a collective experience of over 246 years, supporting clients with all aspects of financial services, from financial advice to technical support and any administration issues relating to your financial plan.
Our Commitment to you:
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We will go the extra mile to help you achieve more
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We will listen and respond to you
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We will make sure you can rely on our services
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We will guarantee transparency in all our dealings with you.
Privacy Policy
We’ll always respect how you want us to use your details. From time to time we will ask you provide us with detailed personal information relating to your circumstances, your financial situation and in some cases, your health and family health history. This is known as your personal data. We have a privacy policy that sets out exactly what we will do with your personal data, how we will process it, how we collect it, what happens to it when you disclose it to us, how it may be shared, how we secure and retain it, your rights regarding it and how to contact us in relation to it. The following link takes you to our Client Privacy Policy.
Ethics Policy
As members of the Chartered Insurance institute we adhere to the highest professional and ethical standards in financial services. The following link takes you to our Code of Ethics.
Get in contact
Should you want to discuss any aspect of your financial plan please contact us.
Charitable Giving
We are delighted to be supporting HopScotch Children’s Charity this year.
HopScotch is a Scottish charity which provides free respite breaks for children living in Scotland. Children spend a week at the charity’s respite centre Ardvullin, in the Scottish Highlands to experience a nurturing and dynamic week of holiday. They arrive from difficult home circumstances or needing respite from a range of responsibilities as young carers. HopScotch believes that good childhood memories last a lifetime, and works hard to ensure that the children who come for a respite break return home with lots of wonderful memories to build upon.
www.hopscotch-charity.org*
*We cannot be responsible for the content of this link to an external website