PERSONAL CLIENT AGREEMENT | Kingsley Wealth

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Personal Client Agreement

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221006 PCA AR.pdf

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ABOUT
SERVICES
HOW WE WORK
HOW WE DELIVER
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NEWS
CONTACT

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PERSONAL CLIENT AGREEMENT

Kingsley Wealth Management

Kingsley Wealth Management is a trading name of Kingsley Wealth Management Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 968911. Registered office: Britannia House, Caerphilly Business Park, Caerphilly. CF83 3GG. Registered in England and Wales Number: 11766152.

Tax planning is not regulated by the FCA. Your home may be repossessed if you do not keep up repayments on your mortgage. Investments can go up as well as down, you may not get back the amount you originally invested

01633 633 703

hello@kingsleywealth.co.uk

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