Compliance & Legal

Facts & Figures prides itself on taking moral responsibility for its clients. We are also happy to acknowledge our legal obligations which are enshrined in our Terms of Business.

Facts & Figures Financial Planners Limited are chartered financial planners and independent financial advisers based in Ashford, Kent and London providing independent financial advice on all aspects of investment, retirement, mortgages, insurance and healthcare.

On the status front Facts & Figures does not disclose our independent, impartial, whole of market status – we are proud to shout it from the rooftops – well perhaps not literally…

NB: Most of the banks and building societies and all of the insurance companies have to disclose that they are agents of the companies they represent and that they work for their employer not for their clients…

As to our remuneration you will have probably have gathered that we do not “give” independent financial advice we “sell” it! Unless we get paid for the advice we supply we would have no business.

Our policy at Facts & Figures is clear and open: you tell us what you want us to do and we will tell you what it will cost. We will then give you options as to how we are remunerated.

We are always delighted to work on a fee-only basis.

We carry significant professional indemnity insurance so if things go wrong you are covered. We have never had a claim and plan not to but it is a useful reassurance for our clients.

Should our company or our PI fail you have further protection from the Financial Services Compensation Scheme (FSCS).

In the event of a dispute you may refer any complaint to the Financial Ombudsman Service (FOS). However to be clear you first need to complain to us. We will always do our best to resolve any issues amicably but you can then go to FOS if you disagree with our final decision.

Terms of Business

Terms of Business Equity Release

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