WEALTH CENTRAL / REGULATORY INFORMATION

Legal Information

Legal Information V1

This page sets out important legal, regulatory and service information relating to Wealth Central and this website.

01

About Wealth Central

Wealth Central is a trading name of Wealth Central Capital Ltd, registered in England and Wales, company number 16994890. Registered office: 4 Fournier House, 8 Tenby Street, Birmingham, United Kingdom, B1 3AJ. FCA No. 1052181.

Wealth Central Capital Ltd is an Appointed Representative of Wealthwise Corporate Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference number 516797. Wealthwise Corporate Financial Management Ltd is registered in England and Wales, company number 05199159. Registered office: 95 Lichfield Street, Tamworth, Staffordshire, B79 7QF.

02

Website information

The information on this website is provided for general information purposes only. It does not constitute financial advice, a personal recommendation or an offer to enter into any financial arrangement.

You should seek appropriate professional advice before acting on any information found on this website.

The information contained on this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

03

Investment risk

The value of investments and any income from them can fall as well as rise and you may not get back the amount originally invested.

04

Tax

Tax treatment, and the levels and bases of taxation and reliefs from taxation, can change at any time and depend on individual circumstances.

05

Services and professional boundaries

Wealth Central provides independent financial planning advice. The advice areas covered by Wealth Central include wealth planning, pensions and retirement, investments, inheritance tax and estate planning, financial protection and corporate financial planning, each within the scope of financial planning advice.

Wealth Central does not provide standalone tax advice, legal services, accountancy, payroll, business valuation, corporate finance or corporate transaction services. Where tax, legal or accountancy input is required, Wealth Central can work alongside the appropriate professional advisers as part of the wider financial planning process.

In the corporate financial planning context, Wealth Central advises business owners on pensions, business protection, employee benefits and related financial planning. Where workplace pensions or auto enrolment are relevant, Wealth Central's role is limited to financial planning and advice within its permitted scope. Wealth Central does not provide accountancy, payroll, legal drafting, HR platform, business valuation, mergers and acquisitions (M&A) or corporate transaction services.

06

Regulation

The Financial Conduct Authority does not regulate Inheritance Tax Planning and some forms of Estate Planning, Employee Benefits and some forms of Auto enrolment.

07

Calls

Calls may be recorded for training and monitoring purposes.

08

Further information

Full details of how Wealth Central handles personal information are set out in the Privacy Policy.

If you wish to make a complaint, the Complaints page explains how to do so.

The Terms of Use set out the terms on which you may use this website.