Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.
As the ongoing pandemic evolves, we remain open and fully operational to serve our community. To keep our team safe, we would prefer meetings are conducted via video conference or telephone. However, if you would prefer to come to our offices, please let us know in advance. In keeping with regulations, we ask all visitors to wear a face covering at all times when entering our office. We apologise if this causes inconvenience.
If you are unhappy with the service we have provided, in the first instance, please email us at firstname.lastname@example.org. We will review your complaint and aim to resolve this as soon as possible.
The Financial Ombudsman Service is available to resolve individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk