Holmes Investments
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  • Home
  • About
  • Services
    • Financial Planning
    • Wealth Management
    • Mortgages & Equity Release
  • Information
    • Investment Philosophy
    • The Advice Process
    • Client Agreement
    • Privacy Policy
  • Contact

Our Client Agreement

Please click on the link below to view or download a copy of our Client Agreement (PDF format).

Holmes Investments Client Agreement

Copyright © 2019 Holmes Investments.

Holmes Investments is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coventry, West Midlands, CV7 7HE.
Company Number 04138186.

A list of directors is available at the registered office.

Holmes Investments adheres to and subscribes to the Financial Ombudsman Service. For full details of their service Click Here or contact us for further information.