Complaints Policy

Complaints Policy

How to make a complaint

We believe you are entitled to courteous, fair, and timely service, and we make every effort to treat all of our customers fairly.

Please email us at Complaints@oakmountandpartners.co.uk if you believe something isn’t right or wish to make a complaint. If you prefer to call or write, please use the following information:

Oakmount and Partners Limited t/a Oakmount and Partners

23 Berkley Square, Mayfair, London W1J 6HE

Telephone: +44 203 633 6963

Complaints@oakmountandpartners.co.uk

If our service fails to meet your expectations, please do not hesitate to contact us or email us to resolve your problem quickly and effectively. We will ensure that it is handled within 28 days.

How we’ll handle your complaint

Suppose we are unable to resolve your complaint within 12 business days after receiving it. In that case, we will write to you to acknowledge receipt of your complaint via email, or if the complaint was made by letter, the reply would be sent by first-class mail.

Within six weeks, we will investigate your complaint competently, diligently, and impartially, gathering additional information as needed. We’ll keep you updated on our progress and do everything we can to resolve any issues to your satisfaction within eight weeks.

We’ll decide whether the complaint should be upheld and, if so, what kind of redress or remedial action (or both) is appropriate. We will explain our assessment of your complaint, our decision on it, and any corrective action or redress offer promptly and in a fair, transparent, and non-misleading manner. Our complaints are always responded to in writing.

If we are unable to resolve your complaint, you may be able to take it to the Financial Ombudsman Service for resolution.

Copyright © Oakmount & Partners Ltd 2025. All rights reserved.

The content of this website has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this website for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.

Important Notice : Investment products are available to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations, etc.) Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this information may otherwise lawfully be sent or viewed. If you do not fall within such descriptions, then you should not act upon the information contained on this website. Oakmount and Partners acts as a professional introducer and receives a fee from their working partners for every introduction made. 

IMPORTANT INFORMATION

This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals. These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.

Definitions of each categories

By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.

If you don’t meet any of the criteria below, then you must STOP and leave this site.

You can find definitions of each category below.

To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:

They are a member of a network or syndicate of business angels and have been so for at least six months.

They have made more than one investment in an unlisted company in the two years prior.

They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.

A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.
I Disagree