Making a complaint

If you feel dis-satisfied with the advice or service given by an employee of Wellington Wealth, please let us know by using one of the following methods.

However you contact us, please provide us with your name, address and policy number(s) together with full details of the nature of your complaint.

We will acknowledge your compliant, in writing within five business days of receipt. (Unless we can resolve the matter by close of business on the business day following its receipt)

We will treat your compliant seriously, courteously, sympathetically, fairly and confidentially.

We will fully investigate your compliant using all evidence available. This may include documents completed at the time of the transaction and any subsequent correspondence on file. We may also request a report from the consultant you dealt with. If you have any additional evidence you wish us to consider, please let us know.

We will investigate the matter and advise you of the outcome as quickly as possible, highlighting our findings, including where appropriate, the action that has been taken.

Although we aim to resolve all complaints as quickly as possible, please allow us sufficient time to thoroughly investigate your concerns.

Should you have any questions about the conduct or progress of the investigation whilst it is ongoing you may contact us by telephoning.

Please also quote the policy reference number if known.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.