FAQS

We want to help make things as clear as possible. We’ve put together commonly asked questions and answers.

How long will the initial meeting last?

Your initial meeting will be booked for an hour.

What are the costs for the first meeting?

There are no costs for the initial meeting. We want to spend the time to understand your needs first.

How do I book a meeting?

Please contact us on 07912528876 or via Email: Contact@LionheartWealth.co.uk

Are you regulated by the FCA?

Yes we are regulated by the Financial Conduct Authority. Our FCA number is: 970996. We are an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FRN 197107).

How do you conduct meetings?

Initial conversations will take place over the phone or via a video call. Office meetings are also available too.

Quick Links

What We Do

Lionheart Wealth Management Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 197107.

Lionheart Wealth Management Ltd FCA Firm Reference Number – 970996

Lionheart Wealth Mortgages is a trading style of Lionheart Wealth Management Ltd

Contact Us

Lionheart Wealth Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 197107.

Lionheart Wealth Management Ltd FCA Firm Reference Number – 970996

FAQs