Regulatory and Company Information
Wealth and Tax Management Chartered Financial Planners is a trading style of Wealth and Tax Management Limited, which is authorised and regulated by the Financial Conduct Authority.
Please note the following services are not regulated by the FCA:
- Money Forecast/Lifetime cash flow.
- Wealth protection such as Wills, Trusts, Advance Directives, Funeral Plans, Probate and Lasting Powers of Attorney.
Wealth and Tax Management Limited
Registered office and correspondence address: 17 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA
Tel: 01908 523740
Company registration number: 02020674
Registered in England.
Online Dispute Resolution Platform
You have right of access to the Online Dispute Resolution (ODR) platform which can be found here http://ec.europa.eu/consumers/odr/
The Financial Ombudsman Service
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.