What to do if you have a complaint

We value the service we provide and our clients often recommend us to others. In the event that you are not satisfied and wish to register a complaint, please contact Mark Salter at Fort Financial Planning Ltd, Etheridge House, Barton View Business Park, Sheeplands Lane, Sherborne, Dorset DT9 4FW. Our complaints procedure is available to view here.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).  Further information about the FOS is available from their website   www.financial-ombudsman.org.uk

Fort Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority

Fort Financial Planning Ltd is entered in the FCA register reference 425743

Registered Office: Etheridge House, Barton View Business Park, Sheeplands Lane, Sherborne, Dorset DT9 4FW

Registered in England and Wales 05262921