In order for us to provide a comprehensive wealth management and financial coaching service we manage the investment assets of the families we look after. If you wish to ‘manage your own investments’ politely, please do not contact us.

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A summary of our complaints handling procedures is available on request. If we cannot resolve your complaint, you may refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or call 0800 0234 567.