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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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She listens to what we want and reacts accordingly. She is very easy to talk to and is patient, making sure that we understand the technical details of decisions that we are making.

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Peter, Derbyshire