PWM (YORKSHIRE)

• 64999 - Financial intermediation not elsewhere classified

We work closely with a wide range of clients to develop financial plans that achieve their financial goals and objectives. We aim to get the best possible returns for our clients and deliver appropriate advice that enables them to protect their income and assets for the future. We provide a full range of financial services from investments to retirement and inheritance tax planning... Professional Wealth Management Ltd is a firm of Chartered Financial Planners, directly authorised by the Financial Conduct Authority. We are totally independent and act solely in our clients' best interests... Complaints Procedure: The firm maintains an internal written complaints procedure, details of which are available on request. If we cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

Also known as: PROFESSIONAL WEALTH MANAGEMENT LIMITED, PWM, PWM (Yorkshire) Ltd

Registration numbers: 04554297 (CH), 222924 (W), 4554297 (W)

Primary location: NEWCASTLE UPON TYNE