Dealing with clients in a fair, transparent way
We are an independent firm, which means that our recommendations will be based on a comprehensive and fair analysis of the market.
Independence is considered to be the 'gold standard' for adviser firms – some firms have chosen to provided restricted advice by, for example, providing advice from a limited range of products, or products from one company or a limited number of companies.
Eastwood Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA number is 188860. The Financial Services Register can be checked by visiting the FCA’s website www.fsa.gov.uk/register/home.do or by contacting the FCA 0800 111 6768.
All our advisers have achieved the Diploma in Financial Planning (or equivalent) and all have a Statement of Professional Standing from our accredited body, the Chartered Insurance Institute.
The Statement must be renewed each year and will only be done so if an adviser has completed and documented at least 35 hours of Continuing Professional Development.
We are covered by the Financial Services Compensation Scheme, although please bear in mind that we do not handle client money and therefore your investments will not be affected if we cannot meet our obligations. For further information please visit www.fscs.org.uk.
We have to have formal complaints procedures. If you wish to register a complaint, please contact Karen Wynard, Managing Director, at our office address or telephone 01422 377737.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction, we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please click this link for further details.
'It is our mission to operate at all times in a transparent manner. All our dealings with clients are intended to be fair and clear'.