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Services
Studio 61 Wealth Management Ltd and its appointed representative Pensionexpert4U Ltd provide services to individuals and small business clients all over the UK from its bases in Lytham and London. Studio 61 Wealth Management Ltd also services a significant number of UK expat clients in countries such as USA, Canada, Japan and Saudi Arabia.
Studio 61 Wealth Management provides the benefits to clients by providing bespoke financial solutions. Studio 61 Wealth Management provides two types of service. The first type is for real world clients looking for financial planning and investment advice. Real world clients get bespoke financial and investment advice based on their particular circumstances.
The firm is authorised and regulated by the Financial Conduct Authority. You can find Studio 61 Wealth Management Ltd and our associated companies on the financial services register here. Individuals who carry on regulated activities need to demonstrate they have sufficient experience and qualifications to provide regulated advice.
Studio 61 Wealth Management conducts its business with a set of values in mind. The list of values started with a list a lot longer than the one you can see here. In order to get the values in the list a number of other significant values were excluded. The purpose of stating the values is to allow clients, employees, and business partners to judge whether they would like to be associated with a business with these values.
You can engage Studio 61 Wealth Management Ltd as part of an ongoing service or as a single piece of advice. If you decide to take an ongoing service from us the financial planning element of the service is included in the price paid for the ongoing service. Please contact us for a copy of our standard client agreement, which describes the type of service you can expect if you choose an ongoing service.
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