Financial Advice

We recognise a need for impartial advice on investment opportunities and pensions.

We are one of the few legal practices to offer our clients financial services. To complement our legal expertise, we provide independent advice through our tailored financial planning. Our in-house experts are regulated by the Financial Conduct Authority and are committed to providing clients with a quality assured service.

We recognise that when you are investing substantial sums of money, you need confidence that your investment will be professionally managed. Creating tailor-made solutions, we combine first-class investment management with a personal service to enable clients to fulfil their long-term financial objectives.

  • Investing for growth/income
  • Regular premium investment
  • Pension and retirement planning
  • Life, critical illness and health insurance
  • Trusts and inheritance tax planning

The value of investments can go down as well as up and you may get less back than the amount invested.
The Financial Conduct Authority does not regulate Taxation and Trust advice.

 

Financial Services Guide

 

Below is an overview of the Financial Services offered by Cullimore Dutton Solicitors Ltd. 


 

       

      Regulation and complaints
      Cullimore Dutton Solicitors incorporating Yates & Co Independent Financial Advisers is a trading name of Cullimore Dutton Solicitors Ltd which is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register No 726090 at https://register.fca.org.uk/

      The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
      The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
      Tel: 0800 023 4567 or 0300 123 9 123 | www.financial-ombudsman.org.uk


       

T 01244 356789

“I would not hesitate to recommend Cullimore Dutton to my friends. I have received professional care throughout.”