Company Information

Get to know PWM Planning

Established in 2010, PWM Planning is an independent financial advisory firm based in Belfast, Northern Ireland. As Chartered Financial Planners, they adhere to a high standard of professionalism, offering personalized advice to individuals and businesses. Their services cover investment planning, retirement strategies, financial protection, and estate planning, with a mission to build long-term client relationships to help them achieve their financial goals. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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PWM Planning

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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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.