Statutory and regulatory information

Statutory and regulatory information

This page contains important information about statutory restrictions and regulatory obligations, relating to the information contained in this website, please read it carefully.

Cassons Financial Planning Limited (company no. 08010365) is registered in England and Wales, registered office St Crispin House, St Crispin Way, Haslingden, Rossendale, Lancashire BB4 4PW.

Cassons Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.

Details about our FCA registration can be viewed at www.fsa.gov.uk/register/home.do, under reference number 605630 for Cassons Financial Planning Limited.

Cassons Financial Planning Limited is registered with the Information Commissioner as a data controller. Details about our registrations can be viewed at www.ico.org.uk/what_we_cover/register_of_data_controllers, under registration number   ZA033947

The VAT number for Cassons Financial Planning Limited  is 183 5397 76. 

Website content

We take every care to ensure that the information contained within this website is correct. However, no warranty is given as to accuracy and no liability is accepted for any errors or omissions. None of Cassons Financial Planning Limited, any related organisations, or any of its partners, directors, officers, consultants, employees or subcontract staff accepts any liability or responsibility in respect of the content of this website which, moreover, may be amended by us at any time, without notice.

We do not endorse, or take responsibility for, any information contained within the sites of other providers with links to this website.

The information contained on this website so far as it relates to taxation is for reference only and does not constitute investment advice, a distribution, an offer to sell or the solicitation of an offer in any jurisdiction. Local laws may have an impact on your investments and we may be prohibited from offering some or all of the services detailed on this website to persons in certain jurisdictions.

Unless stated otherwise, the contents of this website are based on our own interpretation of UK taxation law and practice. There is no guarantee that tax reliefs and the tax treatment of funds will remain the same in the future. The value of any tax reliefs will depend on individual circumstances.

Conflicts of interest and complaints

Should a conflict of interest arise, either between two or more of our clients or in the provision of multiple services to a single client, we will take such steps as are necessary to deal with the conflict. In taking such steps, we will be guided by the ICAEW’s Code of Ethics, which can be viewed at  http://www.icaew.com/en/technical/ethics/icaew-code-of-ethics/icaew-code-of-ethics Code of Ethics section 220.

Our complaints procedures are available on request and any concerns should be addressed to Steven Greenwood, email steven.greenwood@cassonsfinancialplanning.co.uk.

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our lead professional indemnity insurers are CNA Insurance Company Limited of 1st Floor, Minster Court, Mincing Lane, London EC3R 7BB.

The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada, and excludes any action for a claim brought in any court in the United States or Canada.

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