In most instances our clients are happy and satisfied with both the advice and service that they receive. However, we understand that in some instances you may have reason to complain about the advice or service that you have been provided with and we follow the complaints procedures set by our regulator, the Financial Conduct Authority and the Financial Ombudsman Service (FOS).
In the first instance, if you need to make a complaint this should be made to:
Totara Financial Planning Ltd
8 Postboys Row
Surrey KT11 1AB
Complaints can either be made in writing or verbally. Our complaints procedure is available upon request.
Once we have investigated your complaint you will receive our final response and should you be dissatisfied with our response you may refer your complaint to the Financial Ombudsman Service.
Further information about the Financial Ombudsman Service (FOS) is available from their website http://www.financial-ombudsman.org.uk.