If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.
We aim to provide an excellent service to all our customers.
How we will handle your complaint
- We will promptly acknowledge receipt of your complaint in writing.
- Your complaint will be impartially and thoroughly investigated by us.
- We will keep you updated on the progress of our investigation.
- We will provide you with a letter detailing the outcome of our investigations within eight weeks. If we can’t do this, we will tell you why this hasn’t been possible and explain the next steps that you can take
How to make a Complaint
You can make contact in writing (post or email) or by telephone. The contact details are:
Complaints Manager
Financial Ombudsman Service
If you remain unhappy with the decision you may have a right to refer your complaint to the Financial Ombudsman Service. You can also refer your complaint if it has not been resolved within eight weeks.
Their contact details are:
The Financial Ombudsman Service
London
E14 9SR
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.