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Contact Us

On this page you will find information on how to contact us by a range of methods.

Name Position Telephone Email
Paul Ring Dip. PFS Director and Financial Adviser 01761 415010 option 2 paul.ringwaterhouseifa.co.uk
Julian Docherty Dip. PFS Director and Financial Adviser 01761 415010 option 3 julian.dochertywaterhouseifa.co.uk
Elizabeth Dennis Dip. PFS Independent Financial Adviser 01761 415010 option 4 elizabeth.denniswaterhouseifa.co.uk
Liam Ring Dip. PFS Independent Financial Adviser 01761 415010 option 5 liam.ringwaterhouseifa.co.uk
James Docherty Mortgage and Protection Adviser 01761 415010 option 6 james.dochertywaterhouseifa.co.uk
Sam Knight Mortgage and Protection Adviser 01761 415010 option 7 sam.knightwaterhouseifa.co.uk
Lorraine Ring Director and Company Secretary 01761 415010 option 1 lorraine.ringwaterhouseifa.co.uk
Sarah Docherty Director and Paraplanner 01761 415010 option 1 sarah.dochertywaterhouseifa.co.uk
Debbie Higgs Building Society Manager 01761 412980 option 1 bibswaterhouseifa.co.uk
Martha Hitchens Administrator and P.A to Julian Docherty 01761 415010 option 9 martha.hitchenswaterhouseifa.co.uk

Contact Us

Tel. 01761 415010
Fax. 01761 415770
Email. infowaterhouseifa.co.uk

Principal Address

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR

Registered Office

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR
Waterhouse Independent Financial Advisers Ltd is a Limited Company registered in England & Wales no. 9469734.

Waterhouse Independent Financial Advisers Ltd is able to advise in the following areas.

  • Mortgage Advice
  • Life Insurance/Protection
  • Investment Advice
  • Pensions and Retirement Planning
  • General Insurance
  • Equity Release
  • Corporate Financial Advice
  • Estate Planning

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Intrinsic Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email: complaints@intrinsicfs.com

Tel: 0191 241 0700

You can find more information by visiting the Intrinsic Financial Services website:

http://www.intrinsicfs.com/contacts/”

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

 

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to Waterhouse Independent Financial Advisers Ltd with this form will be treated in accordance with the General Data Protection Regulation 2016 and the Data Protection Act 2018. A copy of the Waterhouse Independent Financial Advisers Ltd Data Protection policy can be downloaded here.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.