Office address
Amboseli
Kirk Road
Castle Douglas
DG7 3RS
Qualifications & specialities
Independent status unconfirmed
Investment specialists
Tax planning specialists
Wealth Management specialists
Advice methods
Face to face
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Mrs Beverley Ann Barber-Fleming
Financial Adviser based in Castle Douglas
Reviews
Our Advisers
Where To Find Us
Services we can advise you on
Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
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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.