At PFM we are committed to providing our clients with the highest standards of service. However, there may be occasions where our service or advice does not meet your expectations.

If you are dissatisfied with the service or advice provided to you then please contact your adviser. Alternatively, you can register your complaint with our Compliance Officer in writing at Portland Financial Management Ltd, 29 Portland Terrace, Jesmond, Newcastle upon Tyne, NE2 1QS, or by telephone on 0191 2816074

We aim to resolve all complaints amicably, but should we be unable to resolve a complaint in full or if you are dissatisfied with our final response then you may be able to refer the matter to the Financial Ombudsman Service.

Further information about this service can be found at:

Telephone: 0800 023 4567
The Financial Ombudsman Service
Exchange Tower
E14 9SR

Please note: You should allow us to complete our internal complaints and resolution procedure before you refer your complaint to the Ombudsman.

If you decide to refer your complaint to the Ombudsman you should do so within six months of our final response.