Frequently Asked Questions
Meeting a new adviser can be a daunting prospect and sometimes it’s best to feel prepared. To help you see how we work as a company and help you prepare for your meeting we have prepared some Frequently Asked Questions.
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?
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 payslip is very useful at our first meeting.
Pensions & Investments – If you have an existing investments or a pension then we would like to see a recent statement to confirm what you have. 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?
Choice Financial Solutions is a trading name of The Choice IFA Network which authorised and regulated by the Financial Conduct Authority. FCA Number 440484
If you are dissatisfied with a recommendation we have made 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: [email protected]
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/
Contact us to see how we can help ...
Free phone: 0800 612 8099*