Complaints

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Complaints information

If you have a complaint to submit about your experience of working with Baumann Partners, we would ask that in the first instance you submit your complaint in writing to compliance@baumannpartners.com

Please ensure that you include the following:

An overview of the service / product you were unsatisfied with;

The date and time of when the incident took place;

The result of the event / how it fell short of what was expected.

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Timelines

We acknowledge receipt of your complaint within 24 hours of receiving your email (or by the next working day).

Our team will address your specific complaint within 5 working days, aiming to resolve the issue within 15 working days.

In exceptional cases where a resolution isn’t possible within the initial 15 working days, we may take up to 35 working days from the date of receipt to provide a final response. We are committed to handling your concerns efficiently and transparently.

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Financial Ombudsman Service

Should you wish to escalate your complaint further, you can contact and lodge your complaint with the Financial Ombudsman Service in the UK : https://www.financial-ombudsman.org.uk/make-complaint