Complaints Procedure

 

Our commitment

At Castlefield, we take care to provide the highest standards of service. If we fall short of these high standards, we would like to hear from you. That way, we can make the relevant enquiries, endeavour to put things right and it will give us the opportunity to improve the service we provide to all our clients.

 

What to do if you have a complaint

Usually, things can be put right by your Financial Adviser or Investment Manager, therefore in the first instance, please get in touch with your main contact at Castlefield by email, telephone or letter.

Alternatively, you can contact our Head of Compliance in the following ways:

In writing:

Castlefield

8th Floor

111 Piccadilly

Manchester

M1 2HY

 

Phone: 0161 233 4890

Email: compliance@castlefield.com

 

When you contact us to make a complaint, please make sure you provide us with the following information:

  • Your full name, address, reference number, telephone number and a convenient time to contact you, should you wish to discuss the matter.

  • A full description of your complaint and how you would like us to resolve your complaint.

  • Copies of any relevant documentation you wish us to consider as part of the complaint review.

     

On receipt of your complaint, we will undertake an independent review and provide you with a written response as soon as we have concluded our review. For further details on how we will handle your compliant, please click on the relevant link below

CASTELFIELD ADVISORY PARTNERS LTD

CASTLEFIELD CORPORATE ADVISORY PARTNERS LTD

CASTLEFIELD INVESTMENT PARTNERS LLP

CASTLEFIELD FUND PARTNERS LTD

 

We aim to resolve your complaint to your satisfaction. For regulated complaints, if we have been unable to resolve your complaints within eight weeks of receiving it, or should you be unhappy with the final response, you can refer your complaint to the Financial Ombudsman Service (FOS) in the following ways:

The Financial Ombudsman Service

Exchange Tower

London

E14 9SR

Email: complaint.info@financial-ombudsman.org.uk

Online: www.financial-ombudsman.org.uk

Phone: 0800 023 4567

 

Data Protection complaints may fall under the jurisdiction of the Information Commissioners Office. We will confirm details when acknowledging your complaint.

 

 

 

 

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Resource Links

  • We’re available by phone and email, but most of all in person to provide advice.

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  • Story of our client: Vitsoe - A Persistent System

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  • The thoughtful investor- Conrad Jacobson

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