Ineo Wealth Management Ltd
Old Coach House
Grange Lane
Malmesbury
Wiltshire
SN16 0ES
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.
(195351) St. James's Place Wealth Management Plc
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via our distinctive approach
- Keeping you informed of the latest news and any changes that might affect
your personal situation
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
{{ 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.