PercyBaxter Wealth Management claims to be an independent, fee-only, fiduciary wealth management firm based in London. According to its website, the company focuses on creating tailored financial plans that encompass investment management, retirement planning, and estate planning for its clients. They emphasize a disciplined, long-term investment philosophy and a commitment to acting in their clients' best interests. However, the UK's financial regulator, the FCA, has issued a public warning that this firm is not authorized and is a clone of a legitimate entity (see Warning Report).

Founded in

United Kingdom