Legal & Regulatory

Disclosure

 

The Financial Conduct Authority is an independent body that regulates financial services in the UK.

Kate Talbot Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number 943119. You can check this by visiting the FCA register, alternatively you can call the FCA on 0300 500 8082.

Kate Talbot Financial Planning Limited (13113623) is registered in England & Wales. Registered Office: Kate Talbot Financial Planning, 2 Old Bath Road, Newbury, Berkshire, RG14 1QL.

The FCA does not regulate tax planning or lifetime cash flow planning and certain aspects of corporate services.
Any guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

What to do if you have a complaint


If you wish to register a complaint, please write to or telephone Kate Talbot at Kate Talbot Financial Planning, 2 Old Bath Road, Newbury, Berkshire, RG14 1QL.

All complaints are investigated in accordance with our complaint’s procedure (a copy is available on request) and the Financial Conduct Authority’s (FCA) rules on complaint handling. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

This website is for information only. Unless otherwise stated it is not intended to offer advice and is not to be taken as in any way offering to sell any product or provide any service offered within Kate Talbot Financial Planning Limited.