We have been advising clients as Archtrust since 1996 with a client base mainly across Central Scotland and Fife but more recently in England as a result of professional connections we have developed.
Our Managing Director, having been trained as a Banker, in the Trustee Savings Bank brings an ethos to the company that service comes before profit and yet hopefully good service will be profitable as customers become clients as long term relationships are established.
He moved into insurance after nearly 20 years with the Bank where he witnessed the good, the bad and the ugly side of selling. The company therefore takes one line in all its business with clients i.e. the right product for the right client at the right price.
This is followed up with regular contact to ensure that customers become clients.
Everyone in the company appreciates how the company is to be presented and the service you receive will be the same no matter which consultant or representative you speak to.
We take our responsibilities to our clients seriously and we accept our responsibilities for adhering to all the regulations that apply to us.
Money-laundering
We will always seek at the outset to have confirmation of your identity by way of passport and/ or driving licence. We will also require proof of your address by way of visit, recent utility bill or recent bank statement. If we believe that the source of any funds is dubious we shall, as we are required to do, report the matter to the Serious Organised Crime Agency (SOCA).
Archtrust Financial Services is Authorised and regulated by the Financial Services Authority (FSA N0. 179018). If a mortgage is secured on a property, insurance may be required. Written quotations are available on request. Loan subject to status, type and value of property. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. This website does not constitute a solicitation to anyone in any jurisdiction in which such solicitation is not authorised, nor to any person to whom it is unlawful to make such a solicitation.