We are always striving to enhance the experience our customers have with us. If you have a complaint, we’d like to hear about it so that we can improve our service in the future and work to fix what went wrong in your individual case.

Our commitment to you

Adler Financial Planning Limited is committed to providing the highest standard of service to its customers. However, should you need to complain, we will do everything possible to ensure your complaint is dealt with quickly and fairly.

How to complain

There are a few things we’ll need from you to find out about the current status of your contract:

Details of your contract. This is the most important of all as it will help us to find your details easily and where possible understand how best to rectify the situation.

Details of what went wrong. Please give us as much detail as possible. Where necessary please include the dates of your interactions with us and key events which are relevant to your complaint.

How can we contact you? Just in case we need to speak to you further, please include some contact details and a preferred method of contact (e.g. phone or email).

Give us a call

The easiest way to complain is simply to give us a call. Please use the contact link on the top right of our pages to get in touch.

The member of staff receiving your call will try to resolve your complaint immediately. If they cannot, or further investigation is required, we promise to inform you of this within five business days.

In the unlikely event that your complaint has not been resolved within four weeks of its receipt, we will contact you and let you know the reasons why and the further action we will take.

Within eight weeks of its receipt we will either issue you with a final response letter detailing the outcome of our investigation and our decision, or a letter confirming when we anticipate to have concluded our investigation.

Email us

To email us regarding a complaint, please use the contact link at the top right of our pages. Or you can send an email to:

When sending emails you should not include any personal, financial or other confidential details as this method is not a secure way of supplying information.

Write to us

If you wish to make a complaint in writing please address this to:

Adler Financial Planning Limited
Prudent house
50 Yardley Road
Acocks Green
B27 6LG

The Financial Ombudsman Service (FOS)

If you are unhappy with our decision, or if we do not complete our investigation within 8 weeks, you may refer your complaint to the Financial Ombudsman Service.

Please note that if you wish to refer your complaint to the FOS this must be done within 6 months of our final response letter. The address for the FOS is:

Financial Ombudsman Service
Exchange Tower
London E14 9SR

Telephone: 0845 0801 800

Alternatively, if you do not want to make a complaint but you’d simply like to make a suggestion as to how we could improve our products or our website please use feel free so send us your feedback.

Contact Details

  • 0121 725 2030
  • Prudent House
    50 Yardley Rd
    Acocks Green
    West Midlands
    B27 6LG

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