Stewart Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service (FOS) is an agency arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
SWM-Ltd are committed to providing individual, personal, professionally structured financial planning advice to high net worth individual clients and business owners.
To ensure the quality of services and technical expertise we provide, when appropriate, we work closely with other legal and taxation experts.
Self invested pensions are arranged with a leading firm of independent trustees.
Investment portfolios are structured within the latest "wrap accounts" available providing a single investment account which has the ability to hold virtually the entire range of traditional investments.
Areas of expertise can be identified as:
Pre and Post Retirement Planning
Investment Portfolio Design and Structure
Effective Tax Planning
Pension Transfers Options and Advice
Notice to Potential New Clients
I am unable to take on new clients as my time is fully occupied looking after my current clients. This would prevent me dedicating the necessary time needed to deliver the level of service I would wish.