Fresh Approach Financial Planning is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Fresh Approach Financial Planning is entered on the FCA register (www.FCA.org.uk) under no. 831297.
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Fresh Approach Financial Planning is registered in England & Wales no. 07993776. Registered Office at Open Space, Chequers Close, Malvern, WR14 1GP.
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:
Financial Ombudsman Service
Please see all of our important documents here:
Privacy Policy
Best Execution Policy
Client Classification
Conflicts of Interest Policy
Your Guide to Making a Complaint
Personal Client agreement – Investments and Pensions
Mortgage client agreement
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