Office address
Chiltern House
Market Square
Princes Risborough
Bucks
HP27 0AT
Qualifications & specialities
Independent status unconfirmed
Auto enrolment specialists
Business planning specialists
Retirement planning specialists
Advice methods
Face to face
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Whiteleaf Financial Plc
Financial Advisers based in Princes Risborough
Reviews
Our Advisers
Where To Find Us
Services we can advise you on
Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
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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.