Rehoboth Wealth Group Limited isn’t authorised to provide regulated advice. We only provide unregulated advice. Where there is a requirement for regulated advice we may refer you to advisers or partners firms where we have conducted due diligence. This firms will be deemed fit and proper by us.
We may introduce consumers to other firms who provide regulated financial services to consumers. Our involvement is merely to inform and connect. Consumers can choose to engage with us and our role will be to put inquirers in touch with an appropriate business that can offer them regulated advice, make arrangements for them and provide ongoing advice and support if needed. We offer this service to anyone wishing to inquire about financial planning services, mortgage or insurance including equity release or lifetime mortgages, pensions and life assurance.
We will not make a regulated personal recommendation for you, any information we provide is for guidance purposes only and should not be construed as personalised advice. We may ask you some questions or obtain details from you to help us direct your inquiry to the right type of provider who can fulfil your needs.
We do not sell, arrange or review financial products. You cannot buy a product from us. Our role is to direct you to assist you in obtaining advice and/or products from a bonafide regulated entity.
No charges
Inquirers will not be charged for our services.
If you have a complaint about us, please contact our Complaints Officer. Please note that if you have a complaint about a firm that has provider advice and/or made arrangements for you, then
you should make your complaint to that firm.
Address:
Email: clientsupport@rehowealth.co.uk
Where you have taken the services of a regulated adviser. You aren’t happy with the services that adviser or firm has provided. You must raise your complaints directly with the adviser and if you remain unsatisfied with their response. You are entitled to refer the matter to our Alternative Dispute resolution provider the Financial Ombudsman Service (FOS) within six months
of the date of final response letter issued by your adviser or adviser firm:
The Financial Ombudsman Service,
Exchange Tower, London E14 9SR.
Tel: 0800 023 4567 or 020 7964 0500.
Email: complaint.info@financial-ombudsman.org.uk
Website: www.financial-ombudsman.org.uk
The advice you receive from a regulated financial adviser is covered by the Financial Services Compensation Scheme. You may be entitled to compensation from the scheme if they cannot meet their obligations. This depends on the type of business and the circumstances and date of the occurrence. For further information about the compensation scheme arrangements available from the Financial Services Compensation Scheme we refer you to their website: www.fscs.org.uk
This is the lifeboat scheme in place for when a financial services firm cannot meet a demand for redress where a complaint has been upheld. This normally applies to claims for poor advising or arranging. Where you are dealing with a regulated advice firm, you will be protected by this scheme.