Sales Team contacts
Director Third Party Relationships
T: 01733 667265 M: 07920 505148
Associate Director – Business Development
M: 07584 862964
Business Development Consultant
M: 07880 548 586
RM Team contacts
Associate Director – Relationship Management
T: 01733 667266 M: 07825 114923
T: 01733 902510 M: 07904 599934
T: 01204 357064 M: 07500 804078
Relationship & Reporting Manager
T: 01733 306980 M:07947 156853
Client Service Manager
T: 01733 652091 M: 07939 239504
T: 01733 654687 M:07376 673881
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
You can email: firstname.lastname@example.org
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.
What happens after my complaint is resolved?
We analyse each complaint received to record any errors that may have occurred. Our senior management team reviews this analysis on a monthly basis to improve the level of service that we provide. We report all complaints received to the Financial Conduct Authority twice a year.
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:
• Any business, irrespective of legal form, with fewer than 10 people and an annual turnover of less than € 2 million
• Any business with fewer than 50 people and an annual turnover of less than £6.5 million or a balance sheet total of less than £5 million
• Charity with an annual income of less than £6.5 million at the time the complaint was raised
• Trustee of a trust with a net asset value of less than £5 million at the time the complaint was raised
You can write to the Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Email them at: email@example.com
You can call: 0800 023 4567 or +44 207964 1000 from outside the UK.
Their website is found at financial-ombudsman.org.uk
To view our Complaints Procedure in full click here
Head office: Bolton
59 Chorley New Road,
Bolton, BL1 4QP Map
Main switchboard: 0808 178 9321
Dealing: 0808 164 5458 (Freephone)
Dealing fax: 01204 533045
Relationship Management: Peterborough
Investment Fund Services Limited
1st Floor, West Wing
Peterborough, PE1 1QF Map
For media queries please contact:
0115 907 8412