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Concierge Wealth Management Ltd
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Office address

Terminal Building,

14 Cecil Pashley Way,

Shoreham-by-Sea

West Sussex

BN43 5FF

Appointed Representative

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.

Principal

(223112) Best Practice IFA Group Limited

Qualifications & specialities
Confirmed Independent
Investment specialists
Insurance & Protection specialists
Retirement planning specialists
Advice methods
Face to face
Telephone
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£100,000
£100,000
£50,000

Concierge Wealth Management Ltd

Financial Advisers based in Shoreham-by-Sea

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Our Advisers

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Adam McCallion

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
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.

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All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.