Who Regulates Us?
Patrick Wayne Wealth is a part of the 2plan wealth management Ltd network and operates as an Appointed Representative. Our company is authorized and monitored by the Financial Conduct Authority (FCA) and is listed on the Financial Services Register (www.fca.org.uk) under reference number 979143. The permitted business of 2plan wealth management includes advising and arranging pensions, protection, mortgages, investment, and insurance.
For more information about the FCA, you can visit their website or contact them directly at 0800 111 6768. You can also check 2plan's entry on the Financial Services Register by clicking here.
Protection
To ensure that you receive the appropriate level of protection, the FCA requires us to categorize our clients into one of the following:
Retail client
Professional client
Eligible counterparty
Typically, we classify clients as "consumers" for insurance purposes. However, clients that are not individuals, such as listed companies, local authorities, and larger partnerships or trusts, may not be eligible for compensation under the Financial Services Compensation Scheme (FSCS).
Financial Services Compensation Scheme (FSCS)
We are protected under the FSCS, meaning that you may be eligible for compensation in the event that we are unable to meet our obligations. This depends on the type of business and the circumstances of the claim.
Investment
Investment business is typically covered up to a maximum limit of £50,000.
Insurance
Advising and arranging insurance is covered for 90% of the claim, without any upper limit.
Mortgages
Advising and arranging mortgages is covered up to a maximum limit of £50,000. For more information about the compensation scheme and its arrangements, please visit the FSCS website.
How to File a Complaint
If you have a complaint about our services, please write to us at:
2plan wealth management Ltd 3rd Floor, Bridgewater Place Water Lane Leeds LS11 5BZ
Alternatively, you can reach us by phone at 0113 302 1369.
In the event that we are unable to resolve your complaint, you may be eligible for referral to the Financial Ombudsman Service. For more information about the Financial Ombudsman, please visit their website.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
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