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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.
Ginny is friendly and always very efficient, always brings my investment portfolio with her when she visits. She is a good listener and provides the information I need without trying to steer me to other products and services I do not require.