Why Everyone Needs a Plan: The True Value of a Financial Adviser

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Legal and Regulatory

K2 Private Wealth Limited (FCA No. 1026560) is an appointed representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority.

Incorporated under the laws of England & Wales. Company No. 15096342 at Adam House 7-10 Adam Street, London, England, WC2N 6AA.

Disclaimer

Please note that K2 Private Wealth is a wealth management company that offers investment services, and all types of investments carry some degree of risk. The value of your investments can both rise and fall over time, and you cannot rely on past performance being an indication of future returns. It is possible you may receive less than your original investment. Please also be aware that the tax treatment of your investments will depend on your individual circumstances and may be subject to change at any time. The material contained within is for information purposes only and is not to be regarded as an offer to purchase any financial product offered by K2 Private Wealth Limited.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

FSCS Protection

As we are regulated and authorised by the FCA all clients are fully covered by the Financial Ombudsman Service and the Financial Services Compensation Scheme (FSCS). In the worst possible scenario, which we cannot envisage, you are entitled to compensation from the scheme if we or any of our counterparties cannot meet our obligations. As with banks and building society accounts, most types of investment are covered up to £85,000 per person.

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 www.financial-ombudsman.org.uk.

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