Complaints.

We aim to give you a great service. If something has gone wrong, please tell us — we take complaints seriously and want to put things right.

How to make a complaint

You can contact us in whichever way suits you:

• In writing: The Compliance Officer, Plan Smart Financial Planning Limited, The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ.
• By phone: 01622 427853.
• By email: our contact page.

What happens next

We’ll acknowledge your complaint promptly and look into it carefully. A summary of our internal complaints handling procedures, for the reasonable and prompt handling of complaints, is available on request.

The Financial Ombudsman Service

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk, or by contacting them on 0800 023 4567.