The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

List of principal firms or networks

  • Beaufort Financial Planning
  • Evolution Wealth Network Ltd
  • Financial Advice Network
  • Lighthouse
  • Lyncombe Consultants Ltd
  • Network Direct
  • Personal Touch
  • 2 Plan Wealth Management
  • Quilter Financial Ltd
  • Quilter Financial Services
  • Quilter Wealth Ltd
  • Sandringham Financial Partners
  • Sanlam was Tavistock/Finance Limited
  • Sense Network Ltd
  • TenetConnect Ltd
  • TenetConnect Services Ltd
  • The Chambers Partnership
  • The On-line Partnership
  • The Tavistock Partnership was Duchy
  • The Whitechurch Network
  • ValidPath Ltd
  • ValidPath Financial Ltd

My firm is listed abovearrow_forward My firm is not listed abovearrow_forward

If you need any help completing the form, please call 0345 600 2399. Call charges will vary.