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How to make a complaint

We like to think we always provide a first class service to all our clients and are proud of our record since inception of never having a single complaint that has had to be referred to the ombudsman service.

However, If you are unhappy with the service you have received or a product we have arranged on your behalf, a copy of our complaints procedure, which sets out how we will handle your complaint, is available upon request.

If you would like to make a complaint please contact us either in writing to: Complaints, Mark Dean Wealth Management (UK) Limited, 32 Threadneedle Street, London, EC2R 8AY; or by e-mail:; or by telephone: 0207 458 4588.

If we are unable to settle your complaint or you are unhappy with our response, you may be able to refer it to the Financial Ombudsman Service (FOS).

Further information about the FOS is available from their website: or by calling them on 0800 0234567.

Privacy Notice

We will use your name, email address and contact number  (‘personal information’) to contact you about the services you have requested or to enable us to respond to an enquiry you have submitted to us. This may well require us to share your personal information with members of staff within Mark Dean Wealth Management and subsequently if we need to obtain quotes or other information on your behalf with third party product providers we may also share that information purely for the purposes of obtaining the quote or other information we may be asking from them. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy or contact us at 0207 458 4588 to request a copy.