Letter of Authority


Provider Name: All Providers

Client Name:  

Address: , , ,  

NIN:  and all policies. 

DOB:  

Agent Name: Sophie Wreford

Branch Name: Willday Wealth Management Ltd

Branch Address: Unit 1, Duns Lane, Leicester, LE3 5LX

Phone Number: 0116 2220119 FCA Number: 802057

Please send all relevant policy related information to the above address

Appointed Representative

I/We appoint Willday Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority as my/our Financial Advisers with immediate effect. I/we further request that you provide them with all relevant information and assistance relating to my/our policies.

I/we further request that with immediate effect, you transfer to the account of my/our above named brokers, due until expiry/maturity of my/our policies, in consideration of them providing ongoing advice and service in respect of the same in accordance with the provisions of the Financial Services and Markets Act 2000 until further notice.

I/we also instruct you to send no further documents, notices or any other communications of any nature whatsoever to any other introductory agent who is no longer authorised to act on my/our behalf, and is therefore not entitled to receive any privileged or private information of any nature relating to my/our policies.

Print Name:  

Date: December 9, 2024

Willday Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. FCA reference number 802057. Registered in England and Wales No 08139535.

Leave this empty:

Signature arrow sign here


Signature Certificate
Document name: Letter of Authority
lock iconUnique Document ID: 7cbd62789381a113595a87bb43cdae6cb4905bed
Timestamp Audit
August 6, 2024 11:17 am GMTLetter of Authority Uploaded by Sophie Wreford - rosie@willdaywm.co.uk IP 62.30.13.103