Office address
41 Lothbury
London
EC2R 7AE
Qualifications & specialities
Confirmed Independent
Inheritance Tax specialists
Pension transfer specialists
Wealth Management specialists
Advice methods
Face to face
Telephone
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Canaccord Genuity Financial Planning Limited
Financial Adviser based in London
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Long term care
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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.