Complaints Procedure



If you wish to make a complaint or have any questions regarding this guide please contact us via email on the following address.

Or by calling 0113 3021371 9.00am to 5.00pm Monday to Friday.

For your protection calls maybe recorded.


2plan wealth management Ltd is a member of the Financial Ombudsman Service. The Ombudsman provides a free and unbiased assessment of complaints referred to it. If, when you have received our Final Response Letter, you remain dissatisfied, you have the right to refer your complaint to the Ombudsman.

You may also refer your complaint to the Ombudsman if you have not received a Final Response Letter within eight weeks of us receiving your compliant.

We will send you a copy of the Financial Ombudsman Service explanatory leaflet, either with our Final Response letter or if we are unable to resolve your complaint earlier, by the end of the eighth week following the receipt of your complaint. You may ask us at any time, to send a copy of Financial Ombudsman Service explanatory leaflet to you.

If you would like the Financial Ombudsman Service to look into your complaint, then you must contact them within six months of the date of our Final response letter to you.

Should the Ombudsman be unable to resolve your complaint, you can then refer this for civil action through the UK legal system.


Contacting the Financial Ombudsman

If you wish to contact the Financial Ombudsman, you can write to them at

Financial Ombudsman Service

Exchange Tower

Harbour Exchange Square


E14 9SR

or by calling

0800 023 4567 or 0300 123 9123

Or by contacting their website on

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