Complaints Procedure

In the event of any complaint with our service, please contact us by phone, email, post or fax at
Synergy Financial Solutions, Heritage Exchange, South Lane, Elland HX5 0HG. T. 01422 735045 F. 01422 735005 E.contact@synergyfs.co.uk

We will aim to issue a Prompt Written Acknowledgement within 5 working days of receiving your complaint. We will then investigate your complaint and issue a Final Response Letter within 8 weeks.

If you are still unhappy you can then have the complaint independently assessed by the Claims Management Ombudsman who can investigate complaints up to six years from the date of the problem happening or within three years of when you found out about the problem. If you wish to use the Claims Management Ombudsman, this must be done within six months of our final response to your complaint. If you would like more information about the Claims Management Ombudsman the contact details are as follows:

Website: www.financial-ombudsman.org.uk/claims-management-ombudsman | Telephone: 0800 023 4567

Pension Redress Calculators

FREE PENSION LOSS CHECK

Our pension redress calculators will give you an indication of how much your mis-selling refund could be worth.

If your case is upheld, the exact value of your refund will not be known until all the facts of your case have been disclosed and a final figure calculated by the firm.

START PENSION LOSS CHECK

You may have an eligible claim for compensation if

  • You were encouraged by your financial adviser to change your investments without a proper explanation of the reasons why you should be doing this.
  • You were assured that your SIPP pension value would increase by your financial adviser but has fallen.
  • You were not properly informed of the factors which could result in a reduction of the value of investments
  • You felt uncomfortable or pressured by your financial adviser into an investment that you didn’t need or want.
  • The pension transfer & investment risks were not properly explained to you by your financial adviser.
  • Your financial adviser did not properly assess your financial situation by carrying out a fact find exercise.
  • At no time did your financial adviser make you aware that your funds were being invested in an unregulated investment.
  • You feel that you were given poor advice by your financial adviser concerning SIPPs which has left you financially worse off.
  • Information was not provided by your financial adviser about exceeding the £40,000 tax-free limit would make you liable for the 55% income tax.