Who regulates us?
One Financial Solutions Ltd is an Appointed Representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register (www.fca.org.uk) under reference 607130. 2plan wealth management’s permitted business is advising on and arranging pensions, protection, mortgages, investment and non-investment insurance.
To ensure you receive appropriate protection under the FCA’s rules, the FCA asks that we categorise our clients as one of the following:
- Retail client
- Professional client
- Eligible counterparty
Generally, we treat clients as ‘consumers’ for insurance business. Clients who are not individuals, such as listed companies, local authorities and larger partnerships or trusts may not have rights under the Financial Services Compensation Scheme.
Financial Services Compensation Scheme (FSCS)
We are covered by the FSCS which means you may be entitled to compensation if we can’t meet our obligations; however, this depends on the type of business and the circumstances of the claim.
- Most types of investment business are covered up to a maximum limit of £50,000.
- Advising and arranging insurance is covered for 90% of the claim, without any upper limit.
- Mortgage advising and arranging is covered up to a maximum of £50,000. Further information about compensation scheme arrangements is available from the FSCS.
For more information about the FSCS and the compensation scheme service it operates, please visit the FSCS website.
What to do if you have a complaint
If you wish to register a complaint about us, please write to 2plan wealth management Ltd at:
2plan wealth management Ltd
3rd Floor, Bridgewater Place
Leeds LS11 5BZ
…or call them on 0113 302 1369.
If we cannot settle your complaint you may be entitled to referral to the Financial Ombudsman Service. For more information about the Financial Ombudsman, please visit the Financial Ombudsman website.
How can One Financial Solutions help you?
We advise on a wide range of financial services including protection for both you and your business, general and business insurance, savings and investments, commercial finance, pensions and auto enrolment, employee benefits, profit extraction and mortgages: our aim being to offer you ‘one solution’ for all your financial needs.
We provide truly independent financial advice, sourced from the whole of the financial marketplace, for individuals and commercial businesses throughout the United Kingdom.
Please call us on 020 3714 9565 for a confidential conversation about how we can help you, or ask us to call you by sending an email to firstname.lastname@example.org.