Legal
Complaints policy
How to complain if we haven't got something right, and what happens next.
Making a complaint
We hope you'll never need this page. If you're unhappy with our service, please contact us by phone on 01228 307132, by email at contact@castleviewfinance.com, or in writing to 15 Finkle Street, Carlisle, CA3 8UU.
What happens next
We'll acknowledge your complaint promptly and investigate it fairly. As an Appointed Representative, complaints about regulated advice are handled in line with the procedures of our principal firm, Connect IFA Limited. We aim to send a final response within eight weeks.
The Financial Ombudsman Service
If you're not happy with our final response, or we haven't responded within eight weeks, you may be able to refer your complaint to the Financial Ombudsman Service — free of charge. Visit financial-ombudsman.org.uk or call 0800 023 4567.
Last updated: October 2026.