14 Crewe Road
Alsager
Stoke-on-trent
ST7 2ES
Serving the local community for over 30 years, Chris Shemilt offers a free initial consultation.
Protection in the event of illness or death
Pensions
Savings
Investments
Estate planning/Wills/inheritance tax planning
Mortgages/equity release
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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.