Disclosure

Succession Advisory Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is an independent body that regulates financial services in the UK.

You can check the above by visiting the FCA register (https://register.fca.org.uk/), alternatively you can call the FCA on 0300 500 8082.

The FCA does not regulate tax planning or lifetime cash flow planning and certain aspects of corporate services.

Levels and bases of, and reliefs from taxation are subject to change. Tax reliefs referred to are those currently applying and their value depends on the circumstances of the individual investor.

If you have any queries about Succession Advisory Services’s governance arrangements, please contact:

Succession Group Chief Risk and Regulatory Officer, Succession Advisory Services, Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, Devon, PL6 8BY

Succession Advisory Services Ltd (Registered Number: 06711051) are registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY

Succession Advisory Services Ltd (Registered Number: 06711051) are registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY 

What to do if you have a complaint

Our clients value the service we provide and often recommend us to others. In the unlikely event that a client is not satisfied they may register a complaint. All complaints are investigated in accordance with our internal complaints procedure (a copy is available on request) and the Financial Conduct Authority’s (FCA) rules on complaint handling. If our clients cannot settle their complaint with us, they may be entitled to refer it to the Financial Ombudsman Service (FOS) at Exchange Tower, London, E14 9SR, Tel: 0207 964 1000. Further information is available from their website www.financial-ombudsman.org.uk.