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Lifetime ISA’s - Are they right for you?

Mortgages Adam Jelley 2/20/24 Mortgages Adam Jelley 2/20/24

Lifetime ISA’s - Are they right for you?

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Pension Misconceptions

Pensions Adam Jelley 1/23/24 Pensions Adam Jelley 1/23/24

Pension Misconceptions

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Lineage Wealth is a trading name of Grosvenor Consultancy Ltd who are authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference number 187799. Registered in England and Wales No. 3509936

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Information contained within this website is subject to the UK regulator, the Financial Conduct Authority and is therefore restricted to consumers within the UK.

Please note when using links to external websites within an article, that Lineage Wealth cannot be held responsible for any advice given by such external websites.

Tax rules, rates and allowances are all subject to change and are dependent on individual circumstances. The Financial Conduct Authority does not regulate tax advice and some forms of offshore investments. The value of investments and the income from them can fall as well as rise and you may not get back the full amount invested.

Your home may be repossessed if you do not keep up the repayments on your mortgage.

Some Buy-to-Let mortgages are not regulated by the Financial Conduct Authority.

Our Complaints Procedure.

We take great pride in our high standards of client satisfaction, however, if you wish to register a complaint you can contact us via Grosvenor Consultancy on 01275 373348, or in writing at Grosvenor Consultancy Ltd, 76 Macrae Road, Ham Green, Bristol, BS20 0DD, or via e-mail.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.