Basepoint Centre, Broadmarsh Business & Innovation
Harts Farm Way
Havant
PO9 1HS
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
(507387) Priscum Limited
AI Wealth Management LLP
Financial Advisers based in Havant
About
Our difference, and with good execution, our competitive edge:
Experience - clients benefit from experience gained over more than three decades in investment markets and financial planning.
Research - independent and rigorous research on companies, funds, economics & politics. Without conviction derived from internal resources, it is all too easy to be ‘blown off course’.
Evidence - feedback from our clients underlines the effectiveness of our approach to financial and investment advice.
Responsibility - we are committed to sustainability, good governance our wider responsibilities. These principles are the basis on which we serve our clients.
Frugality - charges, often unseen, are the bane of the financial services industry. Clients can know we will wring out any excess costs we come across. The aim is to deliver outstanding service at a fair price.
Perspective - acquired through experience, as well as via a philosophy based on patience and gratitude. Ἀρκτοῦρος, the greek origin of the name Arcturus, reminds us to observe the night sky, for its beauty and perspective.
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Regulatory & Compliance
Arcturus Wealth Management is a trading name of AI Wealth Management LLP. AI Wealth Management LLP is an Appointed Representative of Priscum Limited, who are authorised and regulated by the Financial Conduct Authority.
Priscum provide compliance services to Arcturus, as well as the ability to work as part of a team of advisers on both the investment side as well as general financial planning.
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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.