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

What our clients say...

 "It is now approaching twenty five years (in 2023) since we started receiving advice from Mark. We feel fortunate that we were introduced to him all those years ago, and that he has continued to provide us with, what we regard, as sound and non-sales...

Mr & Mrs R, Birmingham (December 2023)

Read more


Smarter Investing Logo
Smarter Cash Logo
Smarter Files Logo