See our definitions to help you understand financial and legal terms.
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Warning List
Our Warning List[28] shows firms that we’re concerned are working without our permission. We add firms to this list as soon as possible, but if a firm isn’t on the list, it could still be a scam. Unauthorised firms often change their names, and it may not have been reported to us.
Wealth management
Wealth management is a financial service provided to customers who have signed an agreement with a firm to have their money or investments managed. This is done on either a discretionary or advisory basis. Visit MoneyHelper for more information about investing[29].