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We specialise in providing chartered financial advice on investments, pensions and tax planning, including inheritance tax.
As Chartered Financial Planners we deal with clients from all walks of life and appreciate how complex and confusing investment, pension and financial planning can seem.
So at Greenarch, we ensure you receive straightforward, easy to understand guidance at each step of the way. We take the complex and make it simple. You can relax, confident that your hard-earned money is in safe hands.
As a client, you receive a service tailored to your unique needs and goals. We are discreet and dedicated.
We like to meet our clients, but we back that up with state of the art technology to constantly test the financial plans we design for you to ensure they are always fit for purpose in this ever changing world.
Our goal is to give you peace of mind, you will know that no stone has been left unturned as we seek to provide the best possible outcomes for you and your family.
Our core values ensure we act with integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients’ best interests at the heart of our business.
We are happy to answer any queries you have about how our services can help you.
Greenarch Wealth Management
28 Brenkley Way, Blezard Business Park, Newcastle upon Tyne, NE13 6DS
Greenarch Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Company Registered in England & Wales No. 5555136. We are entered on the Financial Services Register No: 605774 at register.fca.org.uk
The Financial Conduct Authority does not regulate taxation and trust advice.
The value of your investment can go down as well as up and you may not get back the full amount invested. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. FCA consumer website – moneyhelper.org.uk
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details – financial-ombudsman.org.uk