Complaints

In the event of a complaint arising, the firm has complaint procedures in place that will be followed. If the complaint cannot be resolved satisfactorily, the individual can refer their complaint to The Financial Ombudsman Service (FOS) which is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.Financial-Ombudsman.org.uk.

What our clients say...

We retired over 12 years ago after 20 years of running a busy consultancy the profits of which were steadily and successfully invested through Mark and his father before him.

Around the time of our retirement, Mark’s advice enabled us to...

Mr & Mrs Ch, Berkshire (February 2024)

Read more

CLOSE

Smarter Investing Logo
Smarter Cash Logo
Smarter Files Logo