Complaints

We regard a complaint as being:

Any oral or written expression of dissatisfaction, whether justified or not, from, or on behalf of, a person about the provision of, or failure to provide, a financial service, which:

(a) alleges that the complainant has suffered (or may suffer) financial loss, material distress or material inconvenience; and

(b) relates to an activity of our firm, or of any other firm with whom we have some connection in marketing or providing financial services or products, which comes under the jurisdiction of the Financial Ombudsman Service’.

We will provide a copy of this document on request and when acknowledging a complaint. There will be no charge for this.

If you wish to register a complaint, please write to Jonathan Hardaker at Plan-It Financial Solutions Limited, 2 Thistle View, Hartford, Northwich, Cheshire CW8 1HR. Tel 01565 363000

 

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.