Complaints, Feedback & Accessibility

Lulworth Investment Partners (the “Firm”, “Lulworth”) is a trading name of Lulworth Investment Management, which is authorised and regulated by the Financial Conduct Authority (FCA) (FRN: 1045489).

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At Lulworth, we are committed to providing a high standard of service. If you are dissatisfied with any aspect of our service, we want to hear from you so that we can investigate promptly and fairly.

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How to make a complaint

If you have a complaint, please contact us in writing in the first instance. You can write to:

Head of Compliance

Lulworth Investment Management Limited

Temple Chambers,

3-7 Temple Avenue,

London.

EC4Y 0DT

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Or email: compliance@lulworthinvest.com

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Please provide as much detail as possible about the issue, including relevant dates, individuals involved and any supporting documentation. This will help us investigate your complaint efficiently.

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What happens next

We will:

• Acknowledge your complaint promptly;

• Investigate the matter independently and thoroughly; and

• Provide you with our findings and final response within eight weeks of receiving your complaint.

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If, after receiving our final response, you remain dissatisfied, you may be entitled to refer your complaint to the Financial Ombudsman Service (FOS).

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The role of the FOS is to help settle individual disputes between consumers and businesses providing financial services in the UK. If you contact the FOS before you have received your final response letter from us, or before the eight weeks have passed since you initially raised your concerns with us, the FOS will refer you back to Lulworth to resolve your complaint.  

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The full contact details for the Financial Ombudsman Service are detailed below: 

Write to: Financial Ombudsman Service, Exchange Tower, London, E14 9SR 

Phone: 0800 0 234 567 (free from landlines) or 0300 123 9 123 (charged at a national rate) 

Email: complaint.info@financial-ombudsman.org.uk 

Website: www.financial-ombudsman.org.uk 

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Further information about the Ombudsman and how to refer a complaint is available directly from them.

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If you would like a copy of our full complaints handling procedure, please contact us at compliance@lulworthinvest.com.

 

Feedback

We welcome feedback from clients and visitors to our website. Feedback helps us improve our service, our communications and the overall client experience.

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You can provide feedback:

• Directly to your usual Lulworth contact; or

• By emailing info@lulworthinvest.com

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We review all feedback carefully and use it to inform ongoing improvements to our processes, service standards and communications.

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Accessibility

We are committed to ensuring that our website is accessible and user-friendly for everyone, including people with disabilities.

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If you experience any difficulty accessing content, require information in an alternative format, or have suggestions on how we can improve accessibility, please contact us at:

Email: info@lulworthinvest.com

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We will make reasonable adjustments wherever possible to ensure that our services and information are accessible.