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Ethical Investments (SW) Ltd
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Office address

3 Fore Street

Polruan

Fowey

Cornwall

PL23 1PQ

Qualifications & specialities
Confirmed Independent
Inheritance Tax specialists
Investment specialists
Retirement planning specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services
Our preferred clients
£100,000
£100,000

Ethical Investments (SW) Ltd

Financial Adviser based in Fowey

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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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