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Legal information

The Financial Conduct Authority requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

To access the FCA's own website, The Money Advice Service, for more details on this and other money matters click here.

Please read the following document which is provided in Adobe Acrobat format.

Client Agreement
Treating Customers Fairly Objectives Statement

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

SMB Wealth Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 478255 http://www.fca.org.uk/register.

SMB Wealth Management Registered Address: 11, Arun Way, Bognor Regis, PO214HF. Registered in England & Wales, No. 06449259.

Neither SMB Wealth Management nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

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

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