Helen Redmond

Director of Third Party Relationships

Email: Telephone: 01733 667265 Mobile: 07920 505 148

Martin Ratcliffe

Associate Director Business Development Mobile: 07584 862 964

bob southgate

Bob Southgate

Business Development Consultant Mobile: 07880 548 586

simon chalkley

Simon Chalkley

Associate Director Relationship Management

Email: Telephone: 01733 667266 Mobile: 07825 114 923

Nicky Jones

Relationship Manager

Email: Telephone: 01733 902510 Mobile: 07904 599 934

james nolan

James Nolan

Head of Change

Email: Mobile: 07904 599 741

Head office: Bolton

Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP Map

Main switchboard: 0808 178 9321 (Freephone) (+44 1204 803932 if you are calling from overseas) Dealing: 0808 164 5458 (Freephone) Dealing fax: 01204 533045 Email:

Relationship Management: Peterborough

Investment Fund Services Limited Stuart House, East Wing, St. John's Street, Peterborough, PE1 5DD Map


We always strive to deliver customer service to a high standard, but sometimes things go wrong. We take all complaints seriously and do our best to resolve them fairly and as quickly as we can.

How to complain

You can write to

Investment Fund Services Limited Marlborough House 59 Chorley New Road Bolton, BL1 4QP

You can call: 0808 178 9321 (Freephone) (+44 1204 803932 if you are calling from overseas)

You can email:

Please provide your personal details and account number. We also need to know what’s gone wrong and what you want us to do to put it right.

If you’re not happy with our final decision

If you feel we've not considered all your issues or you can provide further information, please let us know and we'll be happy to review the matter further. If you're not happy with the outcome, you can ask the Financial Ombudsman Service to carry out a review of your complaint. In any event, you have the right to ask them to review your complaint if we've been unable to resolve it within 8 weeks. The service is free and impartial and can help with most complaints if you’re a:

· Consumer. · Business with fewer than 10 people and an annual turnover of less than €2 million. · Charity with an annual income of less than £1 million. · Trustee of a trust with a net asset value of less than £1 million.

You can write to the:

Financial Ombudsman Service Exchange Tower London, E14 9SR

You can call: 0800 023 4567 +44 207964 1000 from outside the UK.

Their website is found at

To view our Complaints Procedure in full click here

Investment Fund Services Limited Marlborough House 59 Chorley New Road Bolton BL1 4QP

Investment Fund Services Limited (IFSL) is registered in England No 06110770. Authorised and regulated by the Financial Conduct Authority and a member of The Investment Association. Powered By The Media Cabin