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Complaints

HOW DO I MAKE A COMPLAINT?

We aim to provide you with the best possible service at all times, but we understand that sometimes customers might feel disappointed. You can let us know about your complaint by sending us a message from your Wealthify account, via our instant live chat, calling our team on 0800 802 1800 or by writing to us at Wealthify, Tec Marina, Terra Nova Way, Penarth, CF64 1SA.

We’ll deal with your complaint as fairly and quickly as we can and in accordance with our regulator, the Financial Conduct Authority’s requirements.

If you aren’t happy with the way we’ve dealt with your case, you may be able to refer your complaint to the Financial Ombudsman Service which is an independent public body established by Government (but remember that the Ombudsman won’t look at a complaint until it has been raised with us and we’ve had reasonable time to investigate and respond).

Our complaints policy is here.