Complaints

Our clients value the service we provide and often recommend us to others.
In the unlikely event that you are not satisfied and wish to register a complaint, please contact us either:

In writing:
Complaints Department, Planning Together. The Exchange, Haslucks Green Road, Shirley, Solihull B90 2EL.
or by email This email address is being protected from spambots. You need JavaScript enabled to view it.
or by telephone 0121 693 7310.

Our written complaints procedure is available upon request. If we cannot settle your complaint 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. If we cannot meet our obligations you may be entitled to compensation from the Financial Services Compensation Scheme. This depends on the type of business and the circumstances of the claim.

If your complaint is found to be either frivolous or vexatious by the Financial Ombudsman Service we may charge you a fee for any expenses incurred and work carried out in respect of the complaint.

Get In Touch

Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Financial Planning in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 7310

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The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based within the UK. Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.