Retail Distribution Review

Barratt and Cooke is an independently owned firm which offers portfolio management services to retail clients. Within our advisory service we offer advice on a wide range of investments including shares, corporate bonds, gilts and managed funds.

Under the RDR, our advisory service is recognised by the FCA as a “restricted” service as we do not offer advice on the whole of the financial planning market, which includes products such as life policies and personal pension schemes.

Our discretionary service does not fall under the scope of the Retail Distribution Review and it is therefore not subject to this description.

Details about the RDR are available in the following document: Retail Distribution: Independent and restricted Advice.

If you have any further questions please contact our compliance department.