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Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Legal & Privacy Statement

The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Our Client Agreement will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting.

If you wish to register a complaint, please write to Ginny Kooner 9 Cottam Drive Barlborough Chesterfield S43 4WS.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

What our customers say

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I was initially given Ginny’s details via a friend and have now known Ginny for a number of years. She helped me with my pension plans and she helped me to choose the right investment funds. She explains things in a easy manner. I trust Ginny for the impartial advice she always gives.

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Mrs Dhami