Regulatory Information
UKWM is a trading name of a number of associated companies each of which ensure that their clients are secure in the knowledge that their financial affairs are in safe hands. Reputation, experience and professionalism play a large part in this, but there is additional comfort from the regulatory environment established under the provisions of the Financial Services and Markets Act 2000.
We will at all times endeavour to operate in a transparent manner. All dealings and communications with clients are intended to be fair, clear and not misleading.
List of companies trading as UKWM
Plan Insure Limited
Plan Insure Limited is authorised and regulated by the Financial Services Authority. Registered Office Address: Plan Invest House, 9 King Edward Street, Macclesfield, Cheshire SK10 1AQ. Registered in England 1179095.
Plan Invest Group Limited
Plan Invest Group Limited is authorised and regulated by the Financial Services Authority. Registered Office Address: Plan Invest House, 9 King Edward Street, Macclesfield, Cheshire SK10 1AQ. Registered in England 1195031.
Rocheberie Consulting Limited
Rocheberie Consulting Limited is authorised and regulated by the Financial Services Authority. Registered Office Address: 8 Main Street, Bilton Rugby, CV22 7NB. Registered in England 3268849.
YIG Consulting Limited
YIG Consulting Limited is authorised and regulated by the Financial Services Authority. Registered Office Address: Ropergate House, 43 Ropergate Pontefract, West Yorkshire, WF8 1JY. Registered in England 02661571.
Yorkshire Investment Consultants Limited
Yorkshire Investment Consultants Limited is authorised and regulated by the Financial Services Authority. Registered Office Address: Ropergate House, 43 Ropergate Pontefract, West Yorkshire, WF8 1JY. Registered in England 02066471.
Pillar 3 and Remuneration Code Disclosure
View information on our disclosure for UK Portfolio Management Ltd Here
