Concise Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference No : 487395. This can be verified by visiting the Financial Services Register using this link www.fsa.gov.uk/register/
Concise Wealth Management Ltd – Registered office: 60 Torquay Road, Paignton, Devon, TQ3 3AA. Registered in England and Wales Company no. 7287601.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Catching up with work after a busy week adding client meetings and adding value to clients, recruiting, networking and attending the Castle Investment Solutions Conference in Cardiff this week. Continuously learning and updating to try and offer the best service to my clients possible!
Working on a Saturday morning is much more fun with tea and chocolate from my network. Thanks Vision! ... See MoreSee Less