Company Information

Get to know Walmsley Financial Planning Ltd

Walmsley Financial Planning Ltd is a privately owned firm of Independent Financial Advisers (IFAs) based in Harrogate, North Yorkshire. Established to provide impartial and expert financial guidance, the company focuses on building long-term relationships with clients. Their core mission is to help individuals and families achieve their financial goals through comprehensive planning covering pensions, investments, inheritance tax, and retirement strategies. As an independent firm, they are not tied to any single provider, allowing them to offer advice from the whole of the market to best suit their clients' needs.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Walmsley Financial Planning Ltd

United Kingdom

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.