Do you offer financial advice for expats or non-UK residents?
No. Aretian does not offer financial advice for expats or non-UK residents.
Can you help if I already have existing investments or pensions elsewhere?
Yes. Aretian can help if you already have investments or pensions elsewhere. Your adviser can review your existing arrangements and explain how they fit with your wider plan.
Is there a minimum amount of investable assets or income I need to become a client?
No. Aretian does not have a minimum amount of investable assets or income you need to become a client.
Are my investments protected by the Financial Services Compensation Scheme (FSCS)?
In most cases, yes. Your adviser can explain how FSCS protection may apply to your specific investments and arrangements.
What happens if something goes wrong or I have a complaint?
If you wish to register a complaint, you can contact the Compliance Officer at Aretian Wealth Management Limited, Uncommon, 1 Long Lane, London, SE1 4PG or telephone 020 4526 4444. A summary of Aretian’s internal complaints handling procedures is available on request, and if your complaint cannot be settled with the firm, you may be entitled to refer it to the Financial Ombudsman Service instead.
How do you keep my personal data secure?
Data security is integral to the running of Aretian Wealth Management. The firm treats the protection of your personal data as an important part of the service it provides.
Are you insured to give financial advice?
Yes. Aretian is insured to give financial advice.
How can I check your FCA registration and authorisation?
You can check Aretian’s registration and authorisation by visiting the FCA Register. Search for Aretian Wealth Management Limited using FCA registration number 960483.
Do you have client stories or case studies I can read?
Yes. You can read client stories on Aretian’s Client Stories page.
How do you measure client satisfaction?
Aretian uses VouchedFor as one way to evidence client satisfaction. Written client testimonials are also available in Client Stories and on VouchedFor.
Are you featured on VouchedFor?
Yes. Aretian is featured on VouchedFor, where you can read verified client reviews.
Contact us
If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.