

Unavailable for contact through VouchedFor
Based in Dunmow
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Our purpose is to help our clients make smart choices with their money so they have more time to enjoy life. We have designed a simple and transparent framework to help our client's build, protect and sustain their wealth. We are focused on building long term relationships to deliver continued reassurance and peace of mind at different life stages; as well as value for money over and above the fees we charge. We work best with individuals and families who are experiencing or considering a transition in their lives. This is often a life event such as retirement, sale of a business or loss of a loved one.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Ontrak Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales No: 8590046.