The Wealthtime Private Client Service. Advanced, effective and fast reporting abilities save you time and money.

PDF icon for downloading PDF.
Download (636kb)

Wealthtime Private Client Service.
| WPCS Key Features and Terms and Conditions.

These Terms and Conditions give you important information about your Wealthtime Private Client Service and together with the Application Form represent a legally binding agreement between yourself and Wealthtime. Please read these carefully.

Get Adobe Reader. 

Adobe Acrobat Reader 8 or above is required to view the literature in this section please download it here.

PDF icon for downloading PDF.
Download (329kb)

Wealthtime Private Client Service.
| Client Online Registration Form.

This Form should only be completed if you have not already signed the Online Registration Declaration in the Wealthtime Private Client Service Application Form. This Form will enable Wealthtime to set up your Online Access.

PDF icon for downloading PDF.
Download (174kb)

Wealthtime Private Client Service.
| Complaints Procedure Leaflet.

Wealthtime Complaints Procedure Leaflet.

PDF icon for downloading PDF.
Download (111kb)

Wealthtime Private Client Service.
| Wealthtime Permitted Investment List.

Permitted Investment List.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

© Wealthtime Limited – Privacy | Legal | Accessibility | Cookies