Your financial partners for life

Legal Information

The FSA 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.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

Please download and read the following documents which are provided in Adobe Acrobat format.

Terms and Conditions of Business

Terms and conditions of business

Key Facts CIDD

about our services

Key Facts menu

about the cost of our services

Investment Risk Profiler

We will advise you if you need to download and complete this document.

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

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To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Professional Wealth Management Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 222924

Professional Wealth Management Ltd
Registered Address:
1 Lambton Road
Jesmond
Newcastle Upon Tyne
NE2 4RX
Registered in England & Wales, No. 4554297

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