INITIATE WEALTH MANAGEMENT

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All telephone calls are recorded for regulatory and training purposes and these will be referred to as part of our advice records. All call recordings will be used to minimise ambiguity in our discussions or instructions received and are encrypted for security and integrity purposes. These records will be kept in line with regulatory and statutory requirements, and will be retained for a period of at least 6 years.

In order to meet our regulatory obligations; calls concerning advice and transactions may not be carried out via our adviser’s mobile phone number, and any such calls will need to be conducted through the recorded office number stipulated.



Address

68 Clarence Road
Fleet
Hampshire
GU51 3RY

Contacts

Phone: 01252 560 015
Fax: 01252 560 215
Email: info@initiatewm.co.uk

GET IN TOUCH

homer&co

ADDRESS
68 Clarence Road
Fleet
Hampshire
GU51 3RY

CONTACT
T: 01252 560 015
F: 01252 560 215
info@initiatewm.co.uk

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit them at www.financial-ombudsman.org.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Initiate Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 576709.

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