Winter 2024 Newsletter

Best Execution Policy
Client Classification
Complaints Policy
Conflict of Interest Policy
GDPR, Privacy & Cookies Policy

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Wolds Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk) under reference 922057. Registered office: 56 The Mile, Pocklington, York, YO42 2HG Registered in England and Wales Number: 12328306.

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