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2plan Wealth Management Ltd Documents

Your Guide To Making A Complaint

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Conflicts Of Interest Policy

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Client Classification

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Best Execution Policy

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The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html 

Generational Wealth Management (IFA) is a trading name of Generational Wealth Management (IFA) Ltd which is an Appointed Representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Generational Wealth Management (IFA) Ltd is entered on the FCA register (www.fca.org.uk) under reference 918757.  Company Registered Address: 7 Dorset Street, Sevenoaks, TN13 1LL

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GWM Personal Client Agreement | 2Plan Privacy Notice | 2PlanExecution Policy | 2Plan Client Classification | 2Plan Conflict of Interest Policy | GWM (LFA) Ltd GDPR, Privacy & Cookies Policy | 2Plan Making a Complaint