FAQs
We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations. In the unlikely event that your provider is unable to pay claims because it has stopped trading, you may be able to claim from the FSCS. You can find out more by visiting www.fscs.org.uk
Yes, we are insured to give financial advice and maintain professional indemnity insurance to a level specified by the FCA.
We have several clients who have kindly provided their own stories as video testimonials on our website. We know how powerful honest client stories are and encourage any potential clients to view these testimonials to see our client’s authentic views and the benefits of our advice.
You can view the FCA register and check the authorisation status for White Stone Financial Planning Ltd under number 991595 and for our lead adviser Matthew Naylor under number MTN01019.
We fully recognise that the lawful and correct treatment of your personal data is very important to provide accurate financial advice and to maintain your confidence in ourselves. We have strict processes, controls and technology in place to help protect your personal data and to keep this secure.
We invite all our clients to leave a review on Google or on VouchedFor and encourage them to leave their genuine views on our advice and ongoing service.
While we hope it is never needed, we know it is vital to have a robust and efficient process to handle any complaints. We have a complaint handling process, and this can be located on our website, or please ask us for a copy, which we will happily supply.
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