OUR ADDRESS

Tony Walker Financial Planning Services Ltd
23 Priory Close
Heaton-with-Oxcliffe
Morecambe
Lancashire
LA3 3RL

Tony Walker Financial Planning Services Ltd is registered in England and Wales no. 11995450. Registered office, 23 Priory Close, Heaton-with-Oxcliffe, Morecambe, Lancashire, LA3 3RL.  Authorised and regulated by the Financial Conduct Authority. Opes Independent Financial Advisers 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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