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Complaints Procedure

If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We will do our best to resolve your concerns.

Telephone: 01202 676983

Email: compliance@baggette.co.uk

In writing: The Compliance Supervisor. Baggette & Company Wealth Management Ltd. North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset BH15 2BX

We have a complaints procedure, and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services businesses and their clients.

Telephone: 0300 123 9123 (charged at a national rate) or 0800 023 4567 (free from landlines)
Email: Complaint.info@financial-ombudsman.org.uk

Website: www.financial-ombudsman.org.uk.

In writing: Financial Ombudsman Service, Exchange Tower, London, E14 9SR

NB. Estate planning and Trust planning is not regulated by the Financial Conduct Authority.

Poole Office

01202 676983

advice@baggette.co.uk

North House, Braeside Business
Park Sterte Avenue West, Poole
Dorset, BH15 2BX

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Baggette & Company Wealth Management Limited is registered in England & Wales no. 7138035. Registered Office at North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX. Baggette & Company Wealth Management Limited is authorised and regulated by the Financial Conduct Authority no. 522193. The Financial Conduct Authority does not regulate Tax planning, Estate planning, Inheritance Tax Planning or Trusts and Will writing.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.

Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.