Certificates

Privacy Notice Best Execution Policy Client Classification Conflicts Of Interest Policy Your Guide To Making A Complaint Personal Client Agreement

Wealthwise Financial Management Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Wealthwise Financial Management Ltd is entered on the FCA register (www.FCA.org.uk) under no. 937281.

Registered Office: 29 Dreyer Close, Rugby, Warwickshire, CV22 7SX. Registered in England and Wales, Reg no Company Number 08363073.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

DipPFS Certificate

Financial Planning Certificate

Cemap Certificate

Cert CII (MP) Certificate

Life & Pensions

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29 Dreyer Close, Rugby, Warwickshire, CV22 7SX