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RDBIFS Ltd
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The Stables

Levens Hall

Kendal

LA8 0PB

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Confirmed Independent
Investment specialists
Retirement planning specialists
Trust planning specialists
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RDBIFS Ltd

Financial Advisers based in Kendal

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Pensions & retirement
Investments
Tax & trust planning
Long term care
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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.

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