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Planit+ is a trading name of Ascot Lloyd Financial Services Ltd which is a wholly owned subsidiary of Planitplus Holdings Ltd. Ascot Lloyd Financial Services Ltd is registered in England at Enterprise House Beeson's Yard Bury Lane Rickmansworth WD3 1DS, number 02671680. Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority www.fsa.gov.uk under number 150620.
Not all of the products and services mentioned are regulated by the FSA. This site is intended for UK residents only.
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Treating Customers Fairly
Ascot Lloyd Financial Services Ltd is committed to treating our customers fairly and our commitment to you is that we will ensure:- All clients understand the services we offer and how we are remunerated
- All clients receive the same initial documents
- Advisers apply certain minimum standards to all advised sales (fact-finds/timely reports)
- Where advice is provided, we take time to understand our customers situation and ensure that our advice is suitable and appropriate
- Service standards for both active and dormant clients
- Clients understand risks/charges/penalties and limitations of their contracts.
- Any advertisements are fair and not misleading
- All complaints are dealt with in a positive and fair manner
- When any mistakes are made (on both sides), regular communication continues until the matter is fully resolved
- We understand that some clients require additional assistance and also have limitations
- All staff receive appropriate training and are competent for the role they undertake within the firm
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