Statements & Risk Warnings
Under the Capital Requirements Directive (CRD), the FCA requires firms to release information to enable the market to assess a firm’srisks, capital and risk management procedures. These are known as Pillar 3 disclosures.
The value of investments, and the income arising from them, can go down as well as up, and is not guaranteed, which means that you may not get back what you invested. Past performance is not a reliable indicator of future results. Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxation depend on your individual circumstances and the value of any tax reliefs which apply.
If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
+44 (0)1462 742000
Westbury Asset Management
22 West End
A copy of our best execution statement is available on request or within our client agreement. Our Best Execution venues report is attached.