How To Make A Complaint
At Succession Wealth, we are committed to ensuring that all our clients receive the highest level of service however, we know that sometimes things can go wrong.
If there’s a problem, please let us know and, importantly, what we can do to fix it for you. We’ll try to find a solution as quickly as possible.
Get in touch
You can contact our Complaints Team by:
Post: Succession Complaints Team, Central House, Beckwith Knowle, Harrogate HG3 1UF
Telephone: 01423 510000
Succession Wealth has a written procedure for the resolution of complaints and a copy is available on request.
What happens next?
We will acknowledge your complaint promptly, enclosing the Succession Wealth complaints procedure, which will explain:
When you can expect to hear from us
How your complaint will be dealt with
We aim to resolve your complaint as soon as possible but this can take up to 8 weeks. If we need more time we will write to explain why.
If you're still not happy
Following investigation of your complaint, if you’re dissatisfied with our outcome and response, you can ask the Financial Ombudsman Service (FOS) for an independent review.
They may only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.
The Financial Ombudsman Service can be contacted by:
Post: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Telephone: 0800 0234567
Website: www.financial-ombudsman.org.uk