COVID-19 - Click here to find out more

Call-us on : 01789 404 000

Our Service Commitment to our Clients

We would like all our clients to value the personal service we provide and we firmly believe recommendations from existing clients are the best way to build our business for the future. We have a diverse range of clients and our service to them includes:

  • direct access to the partner of the firm who manages their investments.
  • a service that is both personal and professional.

We do hope you are satisfied with our service, but should there be any matters you wish to discuss further, your investment manager is your designated and direct point of contact in the first instance. If you remain dissatisfied, then please write to the Compliance Officer at our registered address below. If you still remain dissatisfied, then you have the right to refer your complaint to the Financial Ombudsman Service and we will provide you with full details to assist you.