Waverton Wealth

Since the outbreak of the Ukraine-Russia war, unsurprisingly we’ve witnessed market volatility. It’s understandable that investors and clients are looking for reassurance about the impact of the crisis on their investments.

We have issued our clients with a guide reiterating some important investment principles, such as focusing on long-term horizons and diversified portfolios. You can download the full guide here.

If you would like to find out more or would like to discuss retirement planning, pension consolidation or any other aspects of wealth management, please don’t hesitate to get in touch with us by emailing info@wavertonwealth.co.uk.

Alternatively, you can call our Glasgow office on 0141 410 1085 or our Edinburgh office on 0131 514 2770.

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Waverton Wealth Planning LLP is entered on the Financial Services Register https://register.fca.org.uk/ under reference 529061

Waverton Wealth is authorised and regulated by the Financial Conduct Authority (FCA). The Financial Conduct Authority does not regulate tax advice, trusts, will writing, national savings or some forms of offshore investment.

Where we provide investment advice, our advice is regarded as “restricted advice”, which means that whilst we offer broad and impartial advice on a wide range of retail investment products and investment service providers, we may not review or offer advice on all retail investment products or investment service providers that are available. However, we will only make investment recommendations to you on the basis that they are appropriate to your needs and meet your stated investment objectives.

Waverton Wealth is registered in Scotland (SO302894). Registered office - Exchange Tower, 19 Canning Street, Edinburgh, EH3 8EH.

The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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If you wish to register a complaint, you can do it by writing to: Jason Hemmings or telephoning him on 0131 514 2775

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 023 4567

The Financial Ombudsman Service was set up by law as an independent public body. Their job is to resolve individual disputes between consumers and businesses – fairly, reasonably, quickly and informally.

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