You should always ensure when you receive regulated investment advice that the firm you are dealing with is authorised by the FCA and the adviser is suitably qualified to provide the advice you require.
The gold standard for firms is ‘Chartered Financial Planner’ status and for individuals it is ‘Chartered Financial Planner’, ‘Chartered Wealth Manager’ and ‘Certified Financial Planner’ Status.
Crown Wealth Management is a member of SIFA which is endorsed by the ‘Law Society’ to firms which are free from the influence of third parties and specialise in working with Solicitors and other professional connections.
Chartered Financial Planner
Certified Financial Planner
Chartered Wealth Manager
Society of Later Life Advisers