Company Information

Get to know Wallis-Smith Financial Planning

Wallis-Smith Financial Planning Limited is an independent firm of Chartered Financial Planners located in Cornwall, UK. Established to offer a truly impartial and comprehensive financial planning service, the company builds long-term relationships with individuals, trustees, and businesses. Their core mission is to help clients achieve their financial goals through expert advice on investment planning, retirement strategies, and inheritance tax planning. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Wallis-Smith Financial Planning

Australia

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.