Fulcrum Private Clients Limited
Initial consultation free
Independent
Fulcrum delivers an independent financial planning and advice service for families, individuals, and companies. Offering whole-of-market holistic advice we help our clients, both within the UK and expatriates.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
James Corpe
Director
David Habib
Mortgage Broker
Compliance
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. The value of Pensions & Investments can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.Estate Planning – Tax Planning and some Buy to Let mortgages are not regulated by the FCA.
Legal information
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