Complaints
In the event of a complaint arising, the firm has complaint procedures in place that will be followed. If the complaint cannot be resolved satisfactorily, the individual can refer their complaint to The Financial Ombudsman Service (FOS) which is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.Financial-Ombudsman.
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What our clients say...
"Mark has been a trusted and valued financial planner for many years. I particularly like that he knows me well, and tailors the service and advice around who I am and what my goals and interests are.
It's about my life, and...
Dr N A, Surrey (February 2024)
