Glossary of Terms - Everard Investment Planning Ltd

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Kingswood House, South Road, Bristol, BS15 8JF
+44 117 983 2866
office@everardifa.co.uk

Everard Investment Planning Ltd

Investment Advisers

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Glossary of Terms

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Glossary of Terms

Glossary of Terms

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Glossary of Terms

Regulatory Statement

THE VALUE OF INVESTMENTS CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE AMOUNT OF YOUR ORIGINAL INVESTMENT.

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP PAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

Everard Investment Planning Ltd is authorised and regulated by the Financial Conduct Authority. Everard Investment Planning Ltd is entered on the Financial Services Register under reference 456568

Company Information

Registered Office: 6 Kelston Road, Keynsham, Bristol BS31 2JH.
Our Address: Kingswood House, South Road, Kingswood, Bristol BS15 8JF.
Telephone: 0117 9832866
Email: office@everardifa.co.uk

Everard Investment Planning Ltd is Registered in England & Wales, Company Number 3836796.

Legal Information

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to The Compliance Officer, Everard Investment Planning Ltd, Kingswood House, South Road, Kingswood, Bristol BS15 8JF or by email to office@everardifa.co.uk or by telephone on: 0117 9832866. 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 https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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