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Investment Planning

Whoever you are and whatever your circumstances, it is likely that you will have financial goals of some sort.
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Pension Planning

Planning for your retirement is arguably the most crucial financial decision you will ever make.

Mortgages

Mortgages can be tricky to arrange regardless of their circumstances and can involve a lot of paperwork.
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Protection

Protection is one of the most important parts of financial planning as it can underpin a large number of needs.

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Making a Complaint

If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us in writting:

Clarity Wealth Management LLP

Waterside House

The Plains

Totnes, Devon

TQ9 5DW

Email: discover@claritywm.co.uk

Tel: 0800 2335599

We will be happy to provide you with a summary of the internal procedures for handling complaints, this is available without charge upon request.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (e.g. if we arranged insurance or a regulated mortgage product).

The Financial Ombudsman Service can be contacted as follows: The Financial Ombudsman Service, Exchange Tower. London E14 9SR

Telephone: 0300 1239123

Email: complaint.info@financial-ombudsman.org.uk

www.financial-ombudsman.org.uk

 

Phone: 07540 286275

Email: jason@grechwealth.com/

Working Hours: Mon - Fri: 9am - 5pm

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Grech Wealth Management is a trading style of Fowler Wealth Management Ltd which is an appointed representative of
Clarity Wealth Management which is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate Tax Planning and some Buy to Let Mortgages

Fowler Wealth Management Ltd: Registered in England & Wales, No. 12188526. Registered address: Suite 2, 4 The Limes,
Ingatestone Essex, The Limes, Ingatestone, England, CM4 0BE