FAQs

Meeting a new adviser can be a daunting prospect and it’s best to feel prepared.

To help you understand how we work, and assist you in your preparation for our initial meeting, we have prepared some Frequently Asked Questions.

If we haven’t answered your question, please call us on 0800 612 8099 or email info@choicefinancialsolutions.com and we’ll do our best to answer it.

What areas do you cover?

We have advisers based across the south. Please click here for a map of our locations.

We are also able to conduct business over the telephone if you prefer.

Do I have to pay for the first meeting?

No. Our first meeting is always free, click here to see how we get paid for our mortgage and investment/pension services.

What do I need to bring?

Mortgages: We need to know what you earn and what debts you have. Your latest pay slip, if you are employed or accounts if you are self-employed or run a company, would be very useful at our first meeting.

It would also be helpful if you could bring your bank statements for the past three months.

Financial Planning: If you have existing investments or pensions it would be useful if you could bring as much information about these as possible. Likewise, any personal insurance policies such as life cover or critical illness cover.

If you are looking for a new investment or pension, just bring yourself!

For any meetings, it is useful if you bring along identification such as driving licence and passport.

Are your services fully regulated?

Yes, we are regulated by the Financial Conduct Authority (FCA).

Choice Financial Solutions is a trading name of The Choice IFA Network which authorised and regulated by the Financial Conduct Authority. Our FCA Number is 440484 and you can click here to see our entry on the FCA Register of advisers.

How do I make a complaint?

If you are dissatisfied you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:

In writing: The Compliance Officer, Choice Financial Solutions, 17-18 The Avenue, Southampton, SO17 8XF

By phone: +44 (0)23 8063 3377

By email: jackie@choicefinancialsolutions.com

The Financial Ombudsman Service

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

Online Dispute Resolution

The Online Dispute Resolution (ODR) platform is available for consumers to make complaints about products and services bought online. Full details of the ODR can be found on its website at http://ec.europa.eu/consumers/odr/