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About Us
Services
Knowledge
Contact Us

About Us
Services
Knowledge
Contact Us

About Us
Services
Knowledge
Contact Us

Feedback

Please fill in the feedback questionnaire below and answer all questions by choosing a rating:
1 strongly disagree, 2 disagree, 3 neither disagree or agree, 4 agree, 5 strongly agree.

First Name

Last Name

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1. I found it easy to arrange an appointment with the advisor.

1 2 3 4 5

2. The advisor was clear and polite.

1 2 3 4 5

3. The advisor was able to answer any question i had in a way that was clear and that was easily understood.

1 2 3 4 5

4. The advisor presented and explained the documents which detailed the types and costs of the services that were available.

1 2 3 4 5

5. The advisor kept me informed before, during and after the sale.

1 2 3 4 5

6. I understand what the cost of the advice was and what i was being charged.

1 2 3 4 5

7. The adviser asked me questions about my personal and financial circumstances and my long and short term objectives/goals before making a recommendation.

1 2 3 4 5

8. On making the recommendations, the adviser explained the benefits and risks of the product(s) recommended in a clear way that was easily understood.

1 2 3 4 5

9. I understand how the product recommended meets my objectives/goals and why it was recommended.

1 2 3 4 5

10. I would be happy to recommend the adviser to my family and/or friends.

1 2 3 4 5

11. I know what ongoing service my adviser is going to provide me

1 2 3 4 5

12. Any other comments?

I/we expressly consent to be contacted with a view to bringing to my/our attention, in the future, products or services that may be of interest to me/us:

* Mortgage products not linked to my/our existing arrangement
* Any other products and services

No Yes

Contact us

Tel: 0115 967 0888

Email:
info@veracityfp.co.uk
mortgageadvice@veracityfp.co.uk
financialadvice@veracityfp.co.uk

2b Thackerays Lane
Woodthorpe
Nottingham
NG5 4HP

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West Bridgford
Beeston
Nottingham
Arnold
Mapperley
Burton Joyce
Radcliffe
Bingham
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Retford
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Hucknall
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Calverton
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Pension/Investment – The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested. Past performance is no guide to future performance and may not be repeated. Mortgages – Your home may be repossessed if you do not keep up the repayments on your mortgage or any loan secured upon it. Our typical fee is £299 and depends on your personal circumstances. Equity release – is a loan secured against your home, which is repaid when you die or go into Long Term Care. Equity release may affect your choice and ability to pay for your own long term care, potential inheritance and your entitlement to means-tested benefits both now and in the future. We will receive commission from lenders and insurers. Different lenders and insurers pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow. Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey. Veracity Financial Planning is not responsible for, nor does the Financial Conduct Authority regulate advice given with regard to taxation matters. Tax rules and regulations are subject to change.

Veracity Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 961278. Veracity Financial Planning Ltd is an authorised credit broker and not a lender. We work with a panel of lenders, whose particulars will be supplied upon request, to find a potentially suitable recommendation based on your needs and circumstances.

Registered Office: 2b Thackerays Lane, Woodthorpe, Nottingham, NG5 4HP
Company Registration Number: 07005462, ICO Registration Number: ZB401652

Telephone: 0115 967 0888, Email: info@veracityfp.co.uk

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Complaints Procedure: Complaints Procedure
FCA Register: Financial Conduct Authority

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