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Newsletter

You should find the relevant information you are looking for throughout the website pages and links within.  However, below you can access our regular newsletter to help educate around current financial topics, inform you about financial planning and our services.

 

All the information provided within our website and any associated leaflets and brochures is provided as guidance only and does not confer any form of advice or recommendation, is based on our current understanding of laws, taxation and allowances, which are subject to change. The Financial Conduct Authority does not regulate taxation and trust advice some types of buy to let mortgages.

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

 

 

Tony Walker Financial Planning Services Ltd is registered in England and Wales no. 11995450. Registered office, Rosewood, Green Lane West, Garstang, Preston, PR3 1NJ.  Authorised and regulated by the Financial Conduct Authority. Tony Walker Financial Planning Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 913426.​

The Financial Conduct Authority does not regulate tax and trust advice, estate planning, some forms of corporate finance and commercial buy-to-let mortgages. As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
 

Any videos contained within our website or provided via third party links are for information only and should not be construed as advice.  Any graphs or similar images are for illustrative purposes only and should not be relied upon. Investments carry risk and capital invested may go down as well as up, meaning you may not get back the full amount invested. Past performance is not a guide to future performance.
 

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely via our 'Client Portal'.  We arrange registration on our Client Portal following completion of our enquiry form.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at tony@financialadvisorlancaster.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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