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| Changes regarding your Mortgage
& Insurance Policies |
Dear Client,
There has been
some big changes at Park House Associates which we would
like to tell you about. The Directors have joined forces with Appletree
Financial Solutions and TailorMade Financial
Solutions, both long established full financial planning practices.
Through these companies we can offer you a wider range of financial products
designed to meet all your financial needs and will continue to provide you with
a personal service and advice that is fully
guaranteed.
Please be assured of the
following:
- This re-structure does not affect your mortgage or
any other policies arranged by us, either historically or in the future.
- Appletree and TailorMade are appointed representatives of Openwork, which is authorised and regulated by the Financial Services Authority; the benefit of which is the
advice we offer is fully guaranteed by Openwork.
- Your data remains secure and under the management of Appletree Financial Solutions, TailorMade Financial
Solutions and Openwork.
- Openwork is backed by Zurich Financial
Services; one of the largest insurance companies in the world.
Finally, we have been informed by some of
our clients that they have been approached by a brokerage called Churchside Financial Planning which is claiming to represent Park House Associates.
Please be
aware:
- This company does not represent Park House
Associates, Appletree Financial Solutions, TailorMade Financial
Solutions; nor is it an appointed representative of Openwork.
- Any claim to represent Park House Associates would be fraudulent, a serious breach of regulations
set out by the Financial Services Authority, and would be subject to legal action.
- They do not have access to your client file, nor are
they authorised by Park House Associates or Openwork to discuss matters pertaining to your policies.
If you are
approached by Churchside Financial Planning or any
individuals claiming to represent Park House
Associates and have concerns about this please do not hesitate to
contact us immediately.
We’ll be contacting you soon with further
updates, but in the meantime if you wish to discuss your mortgage, insurance
policies or any other financial matter please call us on: |
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or complete our online form here and we’ll call you right back.
Best
Wishes,
Mark Colgan & Kevin
Curtis |
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