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Somerset Smith Partners takes complaints very seriously and will endeavour to resolve a complaint as soon as possible and to all parties’ satisfaction.

So, if you have a problem, concern, or dissatisfaction about any part of our service, please tell your Adviser in the first instance. If your Investment Adviser is unable to resolve your complaint or you do not want to contact them, you can contact our Compliance Manager. Whoever you contact, rest assured we will endeavour to resolve your concerns.

You should make your complaint in whatever medium you feel most comfortable communicating in e.g. telephone, email or by written letter, by contacting our Compliance Manager below:

Compliance Manager Contact Details

Compliance Manager Sharon Wiley
Address PO Box 90, Napier 4140
Telephone +64 (06) 835 3126
Email [email protected]

Our Internal Complaints Process

We will acknowledge receipt of your complaint within 2 business days.

Your complaint will be reviewed and provided we have the information we need, we will provide a formal written response within 30 days. If more time is needed, we will contact you to agree on a reasonable timeframe.

If between us, we cannot agree as to how to resolve your complaint, we will refer the matter to Financial Services Complaints Limited (FSCL). Alternatively, if you do not wish to use our internal complaints process you can contact FSCL. This service will cost you nothing and will help both parties resolve any disagreement.

FSCL Contact Details

Address PO Box 5967, Lambton Quay, Wellington 6145
Telephone 0800 347 257
Email [email protected]

FSCL is an independent dispute resolution scheme that has been approved by the Minister of Consumer Affairs under the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

For a no obligation confidential discussion about your
investments and how we can help grow your wealth
Call our Financial Advisers on (06) 835 3126

Contact Us

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Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. You should also obtain professional advice tailored to your specific circumstances and needs prior to making any investment decisions. Past performance of any product described on this site is not a reliable indication of future performance. If you require advice on the purchase of particular investments Read more about our Financial Advisers here  please contact a Somerset Smith Partners adviser.