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Category: Wills, Trusts & IHT

Reducing IHT receipts – first decline in 11 years February 4, 2021 Read More

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Proactive Wealth Planning is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81.

Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019), incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

A summary of our internal complaints handling 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.

Authorised and regulated by the Financial Conduct Authority. Proactive Wealth Planning is entered on the Financial Services Register https://register.fca.org.uk/ under reference 844921.

Proactive Wealth Planning, PO Box 815, Rotherham, S60 9NL

Email: louise@proactivewealthplanning.co.uk

Telephone: 07796447527

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