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Complaints
In order to improve our services, we carefully analyse and process every complaint that we receive.
We operate a formal complaints handling procedure. A client’s complaint will be acknowledged promptly.
Partners Like Us (PLU Financial) is committed to providing high standards of service. If you are dissatisfied with any aspect of our service, we encourage you to let us know so that we can address your concerns promptly and fairly.
Depending on the nature of the services provided, complaints will be handled by the relevant regulated entity:
Xborder Partners Wealth — Empresa de Investimento, S.A.
Authorised and supervised in Portugal by the Comissão do Mercado de Valores Mobiliários (CMVM) as an investment firm.
A copy of the complaints procedure is available here.Xborder Partners Insurance Brokerage, S.A.
Licensed in Portugal by the Autoridade de Supervisão de Seguros e Fundos de Pensões (ASF) for insurance distribution activities.
A copy of the complaints procedure is available here.
If you wish to make a complaint, please contact us in the first instance:
Email: compliance@plu-financial.com
Post:
Complaints
Partners Like Us (PLU Financial)
Rua Neves Ferreira 13, 3º
1170-273 Lisbon
Portugal
We will acknowledge your complaint promptly and aim to resolve it as quickly and fairly as possible.
Where Next?
Wealth Management
Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.
Pension Advice
Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
International Financial Planning
Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.
Retirement Planning
Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.
Tax Planning
Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.
Repatriation Services
We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.
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