This service investment service is aimed at UK residents only, who have simple investment needs. We may assist other clients too, such as crown servants and their dependents, who may find themselves serving overseas. Information on past performance, where given, is not necessarily a guide to future performance. The investments and services offered by us may not be suitable for all investors. If you have any doubts as to the merits of investment, you should seek contact us for clarification or see advice from another independent financial adviser.
Certain types of funds might carry greater investment risk than other investment funds, these include Smaller Companies and some Overseas funds. The risk of financial loss is higher with a portfolio that comes with a higher risk rating (on our scale of one to ten, with ten being the riskiest). The value of your investments may fall as well as rise, you may not get back all that which you invest. Please give thought to your appetite for investment risk and capacity for loss. Tax planning advice is not covered by the Financial Conduct Authority.
We reserve the right to decline applications from clients who may, we feel, not be suitably placed to invest. If we feel that your circumstances are uncertain, we will confirm with you directly, before approving your application.
Fiver-a-Day is a Trading Style of Wealthcare (1985) Ltd (FCA Reg 569260), an Appointed Representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Wealthcare (1985) Ltd Company Number 07759330 – Closefield House, Burley Road, Oakham, Rutland, LE15 6DH.