Company Information

Get to know Welsh & Taylor Wealth

Welsh & Taylor Wealth is a trading style of Welsh & Taylor Financial Planners Ltd, an independent firm of Chartered Financial Planners located in Devon, UK. The company focuses on building long-term client relationships to provide clear, professional, and holistic financial advice. Their core mission is to help clients understand their financial situation and achieve their goals through services including retirement planning, investment management, inheritance tax planning, and financial protection. As a Chartered firm, they adhere to a high standard of professionalism and ethical practice.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Welsh & Taylor Wealth

United Kingdom

Founded in

2020 (6 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)

Security Information :

BVI FSC

Security Information

Warning

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.