Write to us at:
Aquila Financial Management Ltd
52 Queen Street
Tel: 01392 411159
If you have a complaint or dispute with us, we have a complaint procedure available on request. If you wish to register a complaint, please contact us either in writing, by telephone, or by email.
Please be assured that we treat all complaints seriously. For your protection, if your complaint cannot be settled with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Please see the following link for further details: http://financial-ombudsman.org.uk/
Our first consultation is free...
We also specialise in Inheritance Tax (IHT) Planning to ensure that our clients are fully aware of the facility to help mitigate Inheritance Tax. In addition, specialist advice can be given on Residential/Nursing Home fee planning.
Aquila Financial Management Ltd will not pass your contact details to any third party unless explicitly agreed after consultation with you and for the furtherance of your enquiry. We will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.