Financial Planning Ombudsman
HOW TO GET LEGAL HELP
Resolve Financial Planning Complaints
Financial Planning Complaints are expression of displeasure, grief, regret or resentment. A Financial Planning Dispute is conflict, active disagreement, argument about personal rights, public policy or law issues.
Everyone wants to be heard and respected. We advocate for mediation based on fundamental belief that individuals and business can resolve complaints and disputes when provided skilled guidance and legal rights support.
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Financial Planning Ombudsman
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The word ombudsman dates back to 1809 when the Swedish Parliament created a new official known as the Justitie-Ombudsman, referring to public officials appointed to investigate citizen complaints against governmental agencies. Ombudsman loosely translates as citizen defender or representative of the people.
The Financial Planning ombudsman is helpful when:
1) Uncertain about which policy, procedure, or regulation applies to
your Financial Planning situation.
2) Unfairly or inequitably treated or that a policy, procedure, or
regulation has been applied unfairly or erroneously, or is itself
fundamentally unfair.
3) If a problem that requires someone to help negotiate a solution, or
to help facilitate your communication with others.
4) Would like to find out who has the authority to make an exception to
a rule or policy.
5) Want to know the right person or office to whom to direct a formal
complaint or grievance.
Financial Planning Ombudsman is a designated neutral person who provides confidential and informal assistance in resolving Financial Planning conflicts. The Financial Planning Ombudsman investigates complaints, reports findings, and helps mediate fair settlements, especially between an individuals or group of individuals; and an institution or organizations.
The Financial Planning Ombudsman will:
Listen to complaints
Answer questions
Analyze situations
Explain policies and procedures
Provide information and advice
Explore solutions
Help untangle bureaucratic red tape
Suggest appropriate referrals
Assist in pursuing a resolution
Inform administration of significant trends
Recommend changes in policies and procedures
The Financial Planning Ombudsman does not advocate for any side in a conflict. The role of the Financial Planning Ombudsman is to identify potential areas of conflict, wrongdoing, administrative abuse and provides information on individual rights. The Financial Planning Ombudsman provides an opportunity for informal discussion of problems outside formal channels.
Visit the Ombudsman Directory www.locateombudsman.com to find Financial Planning Ombudsman in your area.
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Financial Planning Ombudsman
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