As the next step in the development of Permanent Wealth Partners, we will be moving across from being an Authorised Representative firm to a Directly Authorised firm.

In simple terms, this means that instead of outsourcing our compliance and regulatory functions to another firm, we will now be doing this in-house.

Julian Harris Financial Consultations have helped us in this area for the last 18 months and we thank them for their help and support, but now is the time to continue the growth and development of Permanent Wealth Partners, and we plan to look after these functions ourselves.

Whilst we cannot put an exact date on this, this process will most likely happen in January 2022.

The most important part of this is that our clients do not need to do anything. It does not change how we service you, there is no change to your investments and there is no need to sign anything.

The other small change is that we are moving from being a Limited Company to a Limited Liability Partnership.

Should you have any questions, please do not hesitate to get in touch.