Alison,
In our care since
We were first introduced to Marshall Wooldridge in 2019, it was important to us to know they were well established.
We have developed a great relationship with our adviser and have never felt under any pressure with them. Their patience and understanding has been fantastic. Richard takes time to get to really understand what your needs are and gives help and pointers along the way that look at all aspects of your finances.
For us personally, it has resulted in us investing at a level of risk that suits our situation, we are comfortable with and suits our goals. We would highly recommend them.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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