Carlson Wealth Management Ltd is registered in England and Wales no.9408222. Registered office: 35 Maindy Road, Cardiff, CF24 4HL.
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 steve@carlsonwealthmanagement.co.uk or telephone 02921 051538.
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.
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