Authorised and regulated by the Financial Conduct Authority. Julian Oates trading as Oates Financial Planning is entered on the Financial Services Register https://register.fca.org.uk under reference
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
If you wish to register a complaint, please write to enquiries@oatesfp.co.uk or telephone 0114 2486371 A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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