From here you can find links to documents that may be useful to you. Often it is useful to complete a fact find or budget planner in advance of a meeting, and our Letter of Engagement (Terms of Business) and most recent Newsletters are available for your reference.
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Quality of Service and Complaints
If you have any complaint about the advice you receive or a product that you have taken out through Baneberry Finance Limited, please write to The Compliance Officer, Baneberry Finance Limited, 2nd Floor, 16 Princeton Mews, 167-169 London Road, Kingston Upon Thames, Surrey, KT2 6PT or by email to, email@example.com. Telephone: 020 3397 1664.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.
If after your complaint has been reviewed and our final position has been communicated to you, you remain dissatisfied, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.