Important Information, Risk Warnings, Terms and Conditions and Privacy Policy

FP Wealth Management Limited is a company registered in England with company number 5274147.

Registered Head Office:
Minster Chambers
35 High Street
BH21 1HR

FP Wealth Management Limited is an appointed representative of Baker Davies Limited which is authorised and regulated by the Financial Conduct Authority. FP Wealth Management Limited’s firm reference number: is 438213.

By accessing these pages, you shall be deemed to have accepted, and agreed to be bound, by the terms of these legal notices which shall be governed by the Law of England.

Risk Warnings

The pages on this site have been prepared by FP Wealth Management Limited for the general interest of readers. Nothing herein constitutes advice to undertake a transaction in a particular fund, financial product or service, and professional advice should be taken on specific issues and before any course of action is pursued.

Past performance is not necessarily a guide to future performance. The value of investments and any income from them can fall as well as rise.

Changes in currency exchange rates may cause the value of investments to rise or fall.

Some strategies will only be suitable for “High Net Worth” or “Professional” Investors as defined by FCA rules.

Please note; our advice is based on current legislation and tax laws; there is, of course, no guarantee that such laws and legislation will remain the same in the future.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.


We are covered by the Financial Services Compensation Scheme. Clients may be entitled to compensation from the scheme if FP Wealth Management Limited cannot meet its obligations. This depends on the type of business and the circumstances of the claim. Most types of investment business are covered for 100% of the first £50,000. Further information about compensation arrangements is available from the Financial Services Compensation Scheme.

We maintain Professional Indemnity Insurance.


The pages on this site are prepared and issued in the United Kingdom and are intended for the information of United Kingdom residents only. The information on this site is not for distribution and does not constitute an offer to sell in any jurisdiction.

While FP Wealth Management Limited has taken all reasonable care to ensure that the information contained within the pages of this site is accurate and complies with the relevant United Kingdom legislation and regulations as at the date of issue, no liability can be accepted for any errors or omissions, or for this information becoming out of date. FP Wealth Management Limited reserves the right to suspend or withdraw access to the pages of this site without notice at any time and accepts no responsibility for these pages not being available at all times.

If you have reasons to raise a concern, please write to us as outlined in our Client Agreement. If we are unable to resolve an issue to your satisfaction you may be able to refer the matter to the Financial Ombudsman Service. More information is available on request or by visiting