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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.

Click here to view our Privacy and Cookie policy. Conflict of Interest Policy is available on request.

Complaints

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.

Awards

Charitable Connections

Contact information

EDINBURGH OFFICE:
Waverton Wealth
Exchange Tower, 19 Canning Street
Edinburgh EH3 8EH
Tel: 0131 514 2770

GLASGOW OFFICE:
Waverton Wealth
58 Waterloo Street
Glasgow, G2 7DA
Tel: 0141 410 1085