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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 an honest and knowledgable planner. Completes a full financial review based on individual circumstances and needs. Great service and advice provided and I have recommended her services to family and friends.