Stewart Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service (FOS) is an agency arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
SWM-Ltd adopt a disciplined analytical process to the design and structure of each client's individual investment portfolio.
Investment goals and objectives are discussed in depth along with their tolerance to investment risk.
Investment expectations are tailored and balanced against the risk/reward required to achieve these goals and objectives.
Portfolios are created with a wide range of asset classes with the objectives of low correlation and balanced risk. We will include, when appropriate, non regulated investments such as National Savings and Investments.
We work with the leading investment Wrap Platform providers allowing access to all authorised investment funds within one single access point.
All the individual tax wrappers are available under the wrap platform allowing for efficient, effective, active investment management
Portfolios and fund recommendations are reviewed and monitored internally on a constant basis. Individual clients will have regular review meetings at least once a year with the majority every six months.
Investment performance cannot be guaranteed as the value of investment funds can fall as well as rise. Investments should be viewed as long term arrangements (i.e. minimum five years) and past performance is no guarantee of future returns.
The Financial Conduct Authority does not regulate Taxation Advice and National Savings and Investments.