Mersey House
140 Speke Road
Liverpool
L19 2PH
After years of helping clients to achieve their goals, we recognise that your financial needs may be complicated, but the solutions don’t have to be.
With our simple, step-by-step approach, we help people like you to spend their money wisely. We’ll help you to work out where you are, where you want to be and the best way to get there. And we’ll help you to form good habits which will give you options for the 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.