Independent financial advice you can trust

01376 311492   Office F5, The Plaza, Rutherford Park, Braintree, CM77 7AU

HomeComplaints

Complaints

Complaints

How to Register a Complaint

If you wish to register a complaint, please contact us in the first instance either by email a [email protected], by telephone on 01376 311491, or by writing to:

Office F5, The Plaza, Rutherford Park, Braintree, CM77 7AU.

Internal Complaints Handling Procedure

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.

Escalating Your Complaint

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. You can contact them via their website at www.financial-ombudsman.org.uk or by telephone on 0800 023 4567.

About the Financial Ombudsman Service

The Financial Ombudsman Service is a free and easy-to-use service that settles complaints between consumers and businesses that provide financial services.

Financial Advice for Life’s Turning Points

Whether you’re planning for retirement, protecting your family’s future, or growing your wealth, we’re here to guide you with clarity and confidence. Independent advice tailored to your personal circumstances.

We collect your name, email address, and message to respond to your enquiry. We will not use your data for marketing unless you give us permission. Your information is handled securely and only shared with essential service providers. You have rights over your data, including access and deletion – Read our full Privacy Policy.

Stepwoods is authorised and regulated by the Financial Conduct Authority (1032748). Registered address: Office F5 The Plaza, Rutherford Park, Braintree, CM77 7AU. Stepwoods is a trading name of Stepwoods Financial Planning Ltd registered in England and Wales | Company No. 16116215.

© Stepwoods 2025. All Rights Reserved | Website created by the marketing wizards at Click Genius​