Swindells Financial Planning Ltd
Atlantic House
8 Bell Lane
Uckfield
TN22 1QL
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(197107) ValidPath Limited
We provide clients with three fundamental and key benefits:
1. An insight and an understanding of their most important goals, aspirations and desires.
2. Clarity and organisation of their financial affairs.
3. A long-term and enjoyable working partnership.
We actively specialise in helping individuals and families who have significant Inheritance Tax liabilities and are seeking strategies and solutions to reduce this, we also enjoy working with individuals who have accumulated large pension funds and are seeking advice on how best to use these and their other assets to fund their lifestyle after ceasing or reducing work.
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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.