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Complaints Procedure

Please contact us in the first instance, if for any reason you feel dissatisfied with any aspect of our service.

We will do everything we can to address your complaint and attempt to put things right as quickly as possible.

We will carry out an impartial review of the complaint with a view to understanding what did or did not happen and to assess whether we have acted fairly within our rights and have met our contractual and other obligations. We aim to provide you with a full written response within 8 weeks and endeavour to keep you regularly updated with the progress of the complaint.

If you are classified as an eligible complainant, and you do not feel that your complaint has been resolved satisfactorily, you may have the right to refer your complaint to the Financial Ombudsman Service.

The Financial Ombudsman Service is an independent organisation that was established to resolve disputes between financial institutions and their customers. Information on the Financial Ombudsman Service can be found at their website www.financial-ombudsman.org.uk or by writing to Financial Ombudsman Service.

The address of the Financial Ombudsman Service is:

Financial Ombudsman Service
Exchange Tower
London
E14 9SR

The Financial Ombudsman Services can be contacted by calling 0800 023 4567
or e-mailing complaint.info@financial-ombudsman.org.uk


Managing Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Inheritance Tax Mitigation

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Pensions and Retirement

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.