Clickery Financial Ltd
PO BOX 220
Mold
Mold
CH7 9EQ
Here at Clickery Financial, we put our clients at the centre of everything we do. Every enquiry is different and our service is tailored to meet individual needs and circumstances. We are passionate about empowering clients to make relevant and suitable decisions, always ensuring we help you cut through jargon so that you can clearly understand the steps you are taking. You can be safe in the knowledge that you are receiving, informed, independent advice. We understand that circumstances can change and we will offer to monitor the advice we give, so it is relevant both now and into the future.
Clicker offer an initial consultation free of charge. We also work flexibly for our clients, offering appointments outside and within typical 9-5 hours (at home or work). We understand that lives are busy, and visiting an office during work hours isn't always possible. Contact us to arrange a no obligation consultation. Our job is to protect your present and enhance your future.
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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.