You probably know that financial advice in the UK is regulated by the Financial Conduct Authority and the Prudential Conduct Authority (nothing to do with the Prudential Insurance Company).
We are authorised by the Financial Conduct Authority (FCA) and our registration number is 223962.
The following link will take you to their web site: Financial Conduct Authority
Wills & Trusts IFP is a Chartered company with the Chartered Insurance Institute (CII) and all of our client team are members of the Personal Finance Society (PFS). The CII audit the company each year to ensure that we retain our Chartered status. The PFS audit our advisers each year and provide them with their “Statement of Professional Standing” (SPS), which they need in order to be able to practice.
You can find out more by visiting their web sites:
Before you come to our office we recommend that you take a look at our client agreement which gives you all the legal and regulatory information that you need.
You can download a PDF copy here: Terms of Business & Keyfacts
Call Recording: Telephone calls to or from our office may be recorded.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.
Please see the following link for further details: Financial Ombudsman Service