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 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.