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: [email protected]

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: [email protected]

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.