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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 run a successful company and turned to Pete for our pensions auto enrolment. This was completed on time and in budget. As a result he now manages my SIPP. He explained pensions in a simple way to staff and. We meet twice a year or as required to do my review.

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