Legal /Regulatory

Regulatory and Legal Notice

This is a generic notice and should be considered as providing an overview only. It forms part of the conditions of engagement which will otherwise be bespoke for each client, reflecting each clients specific needs and requirements, and also confirming the specific service we will provide.

• Inclusive Wealth Consultancy provides Wealth Management Technical expertise to Wealth Management firms and also, in limited circumstances,  guidance to trustees and attorneys in fulfilling their duties and responsibilities by referral from their Wealth Manager or other professional. 
  
  
• We have chosen not to be regulated by the Financial Conduct Authority (FCA). This means we are unable to provide either regulated advice or guidance which may be construed as being regulated advice. Nothing in this website should be construed as being a financial promotion.
  
  
• Before we commence work, we will provide a scoping document confirming our understanding of the required service, the scope of our service, our mutual responsibilities and our fee for the work. We will only commence work upon written agreement to our terms and fee. The terms of payment will be confirmed as part of the scoping document.
  
  
• We are not registered for VAT.
  
  
• We are unable to provide our services outside of the UK.
  
  
• While every effort is made to keep the information contained in this website up to date we cannot guarantee this will always be the case. No action should be taken, or refrained from being taken, by reviewing the information within this website. We cannot accept responsibility for any errors or omissions.
  
  
• Governing Law. These terms are governed by the laws of England and Wales, and any disputes will be subject to that jurisdiction.
  
  
• We reserve the right to amend this notice with 30 days notice.
  
  
• Complaints. If you have a complaint about our services, please contact us by e mail and we will endeavour to resolve the matter promptly.
  
  
• Confidentiality. We will keep all client information confidential and will not disclose it without your consent, except as required by law. Please also see our separate statement ‘Protecting your Data’ regarding our Data Register  entry in the UK in the name of Andrew Chastney. While we take our responsibilities for looking after your data seriously, please only send personal data by password protected e mail documents, for your own protection. 
  
  

Inclusive Wealth Consultancy is a trading name of  Andrew Chastney.