Mark Tennant
Harvey Spencer House
Granby Close
Chesterfield
S45 8JB
Independent Financial Planning and Wealth Management to help you maintain your financial independence and to both grow your wealth and pass it on to your loved ones.
Why regret with hindsight when you can plan with foresight?
Planning that provides the TLC that you, your family, and your money deserve.
Specialities: Wealth Management, Inheritance Tax Planning, Pre and Post Retirement, Pension Decumulation Income Options, Estate and Tax Planning, Tax Efficient Profit Extraction, Long Term Care Fee Planning, Trustee Investments, Personal Injury Trusts
{{ adviserProfile.bio }}
- {{ i }}
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.