Carlson Wealth Management Ltd is registered in England and Wales no.9408222. Registered office: Bryn-y-Wawr, Rudry, Caerphilly, CF83 3DF.
Authorised and regulated by the Financial Conduct Authority. Carlson Wealth Management Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 673112.
If you wish to register a complaint, please write to firstname.lastname@example.org or telephone 02920 606299.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.