Financial Planning Documents & Policies

Complaints
Policy

If you are unhappy with any aspect of the service you receive from us then we would like to hear from you. This will give us the opportunity to put matters right and to improve the service we provide to all our clients. If we fail to resolve your complaint to your satisfaction, you may be able to refer it to the Financial Ombudsman Service.

Treating Customers Fairly

Progeny Wealth Ltd – Client Complaints Procedure

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