About Us
Premier Portfolio Financial Services is a firm of independent financial advisers based in London. Our advisers have been providing advice to both individuals and companies on all aspects of financial planning, since 1995, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As independent financial advisers, we are able to offer and advise our clients on the broadest range of products and services. Whether you require advice on your investments, retirement planning, inheritance tax planning or you are simply looking to reduce costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal or business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following that initial review, we will take time to consider your situation, needs and priorities.
We will then present our findings at a face to face follow up meeting during which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Going forward, we will then agree a timescale to review any existing arrangements on an ongoing basis to suit and satisfy your personal and/or business requirements.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING.
How to make a complaint
If you have a complaint, you should contact us using one of the methods below:
Write to: Group Compliance, Fairstone Group Ltd
1 The Bulrushes
Woodstock Way
Boldon Business Park
Tyne and Wear
NE35 9PF
Email: central.compliance@fairstone.co.uk
Telephone:0845 605 0680
Your complaint will be handled in accordance with our internal procedure and the Financial Conduct Authority rules governing complaints. A copy of our complaint procedure will be sent to you with our acknowledgement letter.
Following our acknowledgement of your complaint, it may become apparent that your concerns relate to another firm. If that is the case, we will write to you and inform you that your complaint has been passed on to the other firm. When we do so, we will inform you of the contact details of the person at the other firm to whom your complaint has been referred.
If you are not satisfied with our response, issued to you following completion of our investigation, you are likely to have the right to refer your complaint to the Financial Ombudsman Service (FOS). We will provide full details of FOS and your rights when we respond to your complaint. Please note however, that the FOS will not look at your complaint until it has been raised with us and we have had a reasonable time to respond.
Their contact details are below if you wish to find out more about their service:
Write to: Financial Ombudsman Service
Exchange Tower
Harbour Exchange Square
London
E14 9SR
Email: complaint.info@financial-ombudsman.org.uk
Telephone: From the UK: 0300 123 9 123
From abroad: +44 20 7964 0500
Website: www.financial-ombudsman.org.uk
