Important Information

The information within this website is intended for professional advisers only and is not directed at private individuals. No information on any part of the website should be construed as investment advice, tax advice or as confirmation that a product or service is suitable for a specific investor. Members of WAY Group are no longer regulated under the Financial Services legislation and therefore do not, and will not offer investment advice.

A new website for private individuals is under construction and will be available soon. If you are a private individual please do not enter this site but do consult your personal financial adviser about our services and information.

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Terms of Use

WAY Investment Services Limited

Terms & Conditions of Use


By accessing any part of this website (including derivative microsites) you agree to the following Terms & Conditions of Use ("Terms"). If you do not agree to these Terms in full, you must leave the site immediately.

Certain legal and regulatory limitations apply to the information contained on this website and by proceeding you are deemed to have read and understood this information. Use of this website constitutes your agreement to all such terms, conditions and notices.

Registered Office: WAY Investment Services Limited, Cedar House, 3 Cedar Office Park, Cobham Road, Wimborne, Dorset BH21 7SB, England. Registered in England: No. 3181187.

This website is designed for general information use only and does not attempt to give specific advice that relates to individual circumstances. The information (other than for an individual user's personal reference) is not to be reproduced, copied or made available to others without the prior written permission of WAY Investment Services Limited.

The information within this website is intended for independent investment intermediaries (professional advisers) only and is not directed at private individuals. In particular the information is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation, including, but not limited to, the United States of America. It is your responsibility to observe the applicable laws and regulations of your country of residence.

Under no circumstances is the information on this website to be considered as an offer or solicitation to buy or sell securities.

The information on this website is for guidance only and expert financial advice should be sought before making decisions on financial products. Whilst we believe the facts to be correct, we cannot assume liability for any errors or omissions. It is believed that the information is accurate at the date of publication and no warranty is given. It may be changed without prior notice.

The information on this website should not be construed as investment advice, including, without limitation, investment, financial, legal, accounting or tax advice. Private investors seeking further information regarding the WAY Portfolios are advised to seek independent financial advice.

You should be aware that past performance is not necessarily a guide to future performance. The price of investments and the income from them can fall as well as rise and may be affected by exchange rate movements between currencies. Where an investment is denominated in a foreign currency, the rates of exchange may have an adverse effect on the sterling value, price or income of an investment. An investor may not get back the original amount invested, unlike savings accounts in a bank or building society, where the capital is guaranteed. Levels and bases and reliefs from taxation are subject to change. The published information is based on our understanding of current UK law and Inland Revenue practice - both of which may change in the future. Their value depends on the personal circumstances of the investor.


You use this website at your own risk. Although WAY Investment Services Limited endeavours to ensure that the information and/or material contained on the website is correct, we do not make any representations or warranties, express or implied, that the data is accurate, complete or current, or that use of the website is free of risk of viruses or other damage.
Neither WAY Investment Services Limited nor any of its directors, officers, employees, agents or sub-contractors or any of its members shall be liable to you for:
- any direct loss; or
- any loss of profits, business or anticipated savings, or loss of or corruption of data, or any indirect loss or consequential loss whatsoever, arising from your use of this website; even if it has been advised or is otherwise aware of the possibility of such loss.


The information on this site is protected by copyright and other applicable laws, treaties and conventions.
Information contained on sites we link to, as well as information provided by third parties that is available on this site, is the property of its provider. Neither WAY Investment Services Limited nor any of the providers of such information shall be liable for any errors therein. All reproduction, other than for an individual user's personal reference, is prohibited without prior written permission.

External Links

This website contains hyperlinks to and from other websites. WAY Investment Services Limited does not accept responsibility for the conduct, content or the privacy practices of web sites we link to, or their accuracy or for any use to which they may be put. We cannot guarantee that these links will work or that pages we link to will be available.


By accessing any part of this website, you shall be deemed to have accepted these Terms & Conditions in full.
WAY Investment Services Limited reserves the right at any time to amend these Terms & Conditions without notice to you.
WAY Investment Services Limited may make improvements and/or changes to this website at any time. Such changes may result in your being unable to access this website. Access to this website may be suspended temporarily or permanently and without notice.Any rights not expressly granted in these terms are reserved.

These Terms shall be governed by and construed exclusively in accordance with English law. Any dispute arising under these Terms shall be subject to the exclusive jurisdiction of the English courts and, by using this website, you hereby submit to and waive any objections to, the jurisdiction of such courts.

For the avoidance of doubt:

Within this website, reference to lower risk does not imply that there is no risk associated with equity investment, but simply that some equity investments have a lower risk profile than others.

A number of the contributors to and persons quoted within this website have purchased shares in WAY Holdings Limited. All such interests are at an insignificant level and merely serve to underline their approval of the WAY approach. None of the financial advisers quoted believe their contributions represent any conflict of interest.

Regulatory Status

This website has been issued in the United Kingdom (UK) by WAY Investment Services Limited.


If you wish to register a complaint, please email or if you prefer, write to us at the address below or call 01202 890895

WAY Investment Services
Cedar House
3 Cedar Park
Cobham Road
BH21 7SB

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.