Legal Information

Our Key Facts documents and Terms of Business will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Stewart Investment Planning is a trading name of Stewart Investment Planning Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 227218

Stewart Investment Planning Limited
Registered Address:
1 The Courtyard, Leigh Court, Abbots Leigh, Bristol, BS8 3RA
Registered in U.K., No. 4646267