Holistic Financial Advice Limited
The Northern & Shell Building
4th Floor, 10 Lower Thames Street
London
EC3R 6AF
F3 Wealth are Chartered Wealth Managers and, as a result, hold the industry’s gold standard qualification in the United Kingdom, which means we are amongst the most experienced within our profession.
For more than 20 years, we have helped investors save time, tax and money on their investments.
F3 Wealth is authorised and regulated by the Financial Conduct Authority (FCA number 827075 ) which means protections for private clients via the Financial Ombudsman Service(FOS) and the Financial Services Compensation Scheme (FSCS).
We provide investment management services to individual private clients and families, sizes ranging between £200,000 and £20m. Model portfolio services are also provided to professional clients, pension funds and small corporates.
We build strong working relationships with our clients by meeting with them regularly and taking an interest in their lives and their financial goals. We know the families we represent and we have built our business on results and recommendation
F3 Wealth Limited is registered in Engand & Wales no. 11322007 . F3 Wealth Limited is authorised and regulated by the Financial Conduct Authority no. 827075 . The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
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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.