FAQs
Do you specialise in working with business owners, retirees, or professionals?
Yes, we work closely with business owners, retirees, and professionals, tailoring our advice to your unique needs.
Do you offer financial advice for expats or non-UK residents?
No, we do not provide advice for expats or non-UK residents because cross-border advice can be complex. If you are a non-UK resident, we will suggest you use a financial planner who specialises in your jurisdiction.
Can you help if I already have existing investments or pensions elsewhere?
Yes, we can review existing pensions and investments held with other providers.
Is there a minimum amount of investable assets or income I need to become a client?
No, we do not have minimum investment amounts and instead focus on whether we can add value.
Are my investments protected by the Financial Services Compensation Scheme (FSCS)?
We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.
What happens if something goes wrong or I have a complaint?
If you have a complaint, it will be handled through The Openwork Partnership under their complaints process. We’ll explain how to raise a concern and what to expect from the process.
How do you keep my personal data secure?
We take data security seriously and comply with UK GDPR and data protection law. Your information is stored securely, access is restricted, and we only share data with your permission or where required by law.
Are you authorised to give financial advice?
Salisbury House Wealth and SHW are trade names of Salisbury House Limited. Salisbury House Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork, which is authorised and regulated by the Financial Conduct Authority.
How can I check your FCA registration and authorisation?
You can verify our FCA authorisation by searching the FCA Register for Salisbury House Limited. Our reference number is 169496.
Do you have client stories or case studies I can read?
Yes, we have client stories on our website. Our clients kindly agreed to share their experiences, and these are designed to show the type of situations we help with.
How do you measure client satisfaction?
We actively seek feedback from clients via VouchedFor, Google Reviews, and by conducting client surveys, and we use the results to improve our service.
Are you featured on VouchedFor?
Yes, we are featured on VouchedFor. You can read client feedback there for individual financial planners or the firm as a whole.