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Complaints Procedure

We aim to provide an excellent service to all our customers. However, we know that on occasion things can go wrong. So, if you’re unhappy with the service provided by us and wish to complain, please do let us know directly so that we can try everything possible to resolve it.

How to make a formal complaint

If we are unable to resolve dissatisfaction with our service, we would invite you to formalise your complaint. This can be made to our network, Benchmark capital. You can make contact in writing (post or email) or by telephone. The contact details are:

Complaints Manager
Benchmark Capital
Broadlands Business Campus
Langhurst Wood Road
Horsham
West Sussex
RH12 4QP
Tel: 01403 334455
Email: complaints@benchmarkcapital.co.uk

How we will handle your complaint

  • We will promptly acknowledge receipt of your complaint in writing.
  • Your complaint will be impartially and thoroughly investigated by us.
  • We will keep you updated on the progress of our investigation.
  • We will provide you with a letter detailing the outcome of our investigations within eight weeks. If we can’t do this, we will tell you why this hasn’t been possible and explain the next steps that you can take.

Financial Ombudsman Service

If you remain unhappy with the decision you may have a right to refer your complaint to the Financial Ombudsman Service. You can also refer your complaint if it has not been resolved within eight weeks.
Their contact details are:

The Financial Ombudsman Service
Exchange Tower
London
E14 9SR

Tel:0800 023 4567
Email: complaint.info@financial-ombudsman.org.uk
Website: www.financial-ombudsman.org.uk

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info@westpeakwealth.co.uk
Eagle House, Colston Avenue, Bristol, BS1 4ST
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Westpeak is a trading name of Westpeak Wealth Ltd. Westpeak Wealth Ltd is registered in England and Wales under company number 17354770. Registered address: Westpeak Wealth Ltd, Eagle House, Colston Avenue, Bristol, BS1 4ST.

Westpeak Wealth is entered on the FCA register (https://register.fca.org.uk/) under reference 1062662.

Westpeak Wealth Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.

Past performance is not a guide to future performance and may not be repeated.

The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Tax treatment depends on individual circumstances and may be subject to change in future. For guidance, see professional advice.

The FCA does not regulate estate planning or tax planning.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit https://www.financial-ombudsman.org.uk

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

Past performance is not a reliable indicator of future performance. The tax implications of pension withdrawals will be based on your individual circumstances. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.

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