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Complaints

What you need to know

Complaints

Unless we notify you in writing to the contrary, we will be treating you as a “retail client”. This means that you are afforded the highest level of protection under the regulatory system and should have the right to take a complaint to the Financial Ombudsman Service.

In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:

Write to:

Helen Annetts
London Wealth Management
Hend House (4th floor),
233 Shaftesbury Avenue,
London,
WC2H 8EE

By phone: 0203 326 2955 or by email: he***@*********co.uk

For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).

We are covered by the Financial Services Compensation Scheme (‘FSCS’). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Investment:

Most types of investment business are covered for 100% of the claim to a maximum of £85,000 per person per firm.

Insurance:

Insurance advising and arranging is covered for 100% of the claim, without any upper limit.

Further information about compensation scheme arrangements is available from the FSCS.

Please be assured we treat complaints very seriously.

 

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Hend House, 233 Shaftesbury Avenue, London, WC2H 8EE
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London Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority

Registered in England and Wales number 6462818 at c/o Mercer & Hole, Trinity Court, Church Street, Rickmansworth, WD3 1RT

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