Our clients value the service we provide and often recommend us to others. In the unlikely event that you are not satisfied and wish to register a complaint, please contact us either:

In writing:

Complaints Department, Planning Together. The Exchange, Haslucks Green Road, Shirley, Solihull B90 2EL.

or by email

or by telephone 0121 693 7310.

Our written complaints procedure is available upon request. If we cannot settle your complaint you may be entitled to refer it to the Financial Ombudsman Service (FOS). Further information about the FOS is available from their website If we cannot meet our obligations you may be entitled to compensation from the Financial Services Compensation Scheme. This depends on the type of business and the circumstances of the claim.

If your complaint is found to be either frivolous or vexatious by the Financial Ombudsman Service we may charge you a fee for any expenses incurred and work carried out in respect of the complaint.

Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.

Stuart Jordan