Financial Consultants & Management Ltd is Authorised and Regulated by the
Financial Conduct Authority
Financial Consultants & Management Ltd , is authorised and regulated by
the UK Financial Conduct Authority and is registered in England Financial Consultants & Management Ltd has its registered office at: Wey House, 15, Church Street, Weybridge, Surrey, KT13 8NA, United Kingdom
Financial Consultants & Management Ltd meets with qualified private clients who
are interested in learning more about the discretionary investment
management services of Financial Consultants & Management Ltd . Financial Consultants & Management Ltd Financial
Consultants takes time to learn about your personal financial
situation, and where deemed suitable may provide a recommendation
for an asset allocation strategy, along with a recommendation for
discretionary investment management services provided by Financial Consultants & Management Ltd Financial Consulting. Clients in the UK typically contract directly
with Financial Consultants & Management Ltd for such services (unless ties by the
client to continental Europe require other arrangements).
Whilst Financial Consultants & Management Ltd provides a discretionary investment
management service and can and does manage assets within separately
managed accounts, for tax efficiency purposes assets of UK clients
are typically managed within an open-ended investment company(ies)
for which Financial Consultants & Management Ltd serves as investment manager.
Financial Consultants & Management Ltd discretionary investment management
service also includes ongoing investment counselling by a personally
assigned Investment Counsellor.
The protections of the UK regulatory regime, including the Financial
Services Compensation Scheme (FSCS), apply to the activities of Financial Consultants & Management Ltd Financial Consulting and any UK service providers. However, such
protections do not apply in relation to the services of Financial Consultants & Management Ltd Financial Consulting or any non-UK service providers. The assets of
UK clients will generally be held with a UK custodian (unless the
client requests a non-UK custodian or ties by the client to another
jurisdiction require other arrangements). The current FSCS
compensation limit in respect of valid claims for investment
business is 50,000 per individual. Additional information about the
FSCS can be found online at www.fscs.org.uk. In addition, to the
extent assets are invested in non-UK funds or ETFs, these
protections will not apply.
This document constitutes the general views of Financial Consultants & Management Ltd Financial
Consultants and should not be regarded as personalised investment or
tax advice or a reflection of client performance. No assurances are
made that Financial Consultants & Management Ltd will continue to hold these
views, which may change at any time based on new information,
analysis or reconsideration. Nothing herein is intended to be a
recommendation or forecast of market conditions. Rather, it is
intended to illustrate a point. Current and future markets may
differ significantly from those illustrated here. In addition, no
assurances are made regarding the accuracy of any assumptions made
in any illustrations herein.
Investing in financial markets involves the risk of loss and there
is no guarantee that all or any capital invested will be repaid.
Past performance neither guarantees nor reliably indicates future
performance. The value of investments and the income from them will
fluctuate with world financial markets and international currency
exchange rates.
Not all past forecasts were, nor future forecasts may be, as
accurate as others. There can be no assurances that investment
returns from a particular strategy or allocation will exceed returns
from another strategy or allocation.
This document has been approved and is being communicated by Financial Consultants & Management Ltd Financial Consulting.
Financial Consultants & Management Ltd is an Investment Manager and Adviser
UK Stewardship Code
How we discharge our responsibilities under the UK Stewardship Code
of the Financial Planning Council.