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Complaints Policy
Whelan Wealth Management Limited is regulated by the Financial Conduct Authority. We aim to always provide an exemplary service to all of our customers. However, we are aware the on occasion things can go wrong. So, if you are unhappy with the service provided by us and wish to complain please let us know.
How to make a Complaint:
You can contact us in writing either by post or e-mail.
Our contact details are as follows:
Address:
Whelan Wealth Management Limited
Boa Vista Stables,
Higham Road,
Higham Gobion,
Hertfordshire,
SG5 3HR
E-mail: Dermott@wwmanagement.co.uk
How we will handle your complaint:
. We will promptly acknowledge receipt of your complaint in writing.
. Your complaint will be thoroughly investigated by us.
. We will provide you with a letter detailing the outcome of our investigation and how we plan to move forward.
You should receive this letter no later than 8 weeks after we acknowledge receipt of your complaint.
Financial Ombudsman Service
If you remain unhappy with the decision you may have a right to refer your complaint to the Financial Ombudsman Service.
Their contact details are:
Address:
The Financial Ombudsman Service
Exchange Tower
London
E14 9SR
Tel: 0800 023 4567
E-mail: complaint.info@financial-ombudsman.org.uk
Website: www.financial-ombudsman.org.uk