Peartree Wealth Management is a small Independent Financial Adviser (IFA) practice based in Stansted Mountfitchet on the Herts/Essex border, which consists of the principal financial adviser and a comprehensive admin team. Our aim is to become a leading provider of high quality advice to individuals and businesses in the home counties, London and East Anglia.
We are keen to differentiate ourselves from our competitors by striving to add value and provide our clients with the following :
- High quality independent advice based upon whole market
- Recommendation of tailored solutions to help achieve stated objectives and needs
- Pro active investment approach
- High level of personal service
Our principal adviser has achieved the highest qualifications having Chartered Financial Planner status and Fellowship of the Personal Financial Society.
A common criticism often aimed at Financial Advisers is that they have a reputation of potentially recommending products or companies that pay a higher level of remuneration thereby creating an atmosphere of distrust.
At Peartree Wealth Management we enter into a standard fee agreement with a choice of four different service proposition which our clients select from. This means that having selected the preferred service proposition we receive exactly the same level of remuneration irrespective of whichever product or company we recommend. You can then be rest assured that we will search the whole market place to pinpoint the most appropriate solution to meet your needs, there is absolutely no product or company bias whatsoever, we treat all our clients fairly.
Our business is based upon the principles of trust, integrity and the genuine desire to add value. We never forget that our clients are our business.
How are you protected
Peartree Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London, E14 5HS.
Our Financial Services Register number is 224273. Our permitted business is advising on and arranging pensions, pension transfers and opt-outs, savings and investment products and non-investment insurance contracts. You can check this on the Financial Services Register by visiting the FCA’s website https://register.fca.org.uk/ OR by contacting the FCA on 0800 111 6768.
Unless we notify you in writing to the contrary, we will be treating you as a retail client. This means that you are afforded the highest level of protection under the regulatory system and should have the right to take any complaint to the Financial Ombudsman Service.
Complaints
If you are dissatisfied with a recommendation we have made you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing:
The Compliance Officer,
Peartree Wealth Management Ltd.
Thremhall Park
Start Hill
Bishop’s Stortford
Herts
CM22 7WE
By phone: 01279 851858
By e-mail: hroberts@ptwm.co.uk
Please be assured we treat complaints seriously. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
