{"id":4633,"date":"2026-07-29T08:13:58","date_gmt":"2026-07-29T08:13:58","guid":{"rendered":"https:\/\/hebblethwaites.com\/?page_id=4633"},"modified":"2026-07-29T08:13:58","modified_gmt":"2026-07-29T08:13:58","slug":"investment-business","status":"publish","type":"page","link":"https:\/\/hebblethwaites.com\/index.php\/services\/investment-business\/","title":{"rendered":"Investment Business"},"content":{"rendered":"<p><span data-contrast=\"auto\">Hebblethwaites\u00a0holds a\u00a0DPB (Investment Business) licence\u00a0and, as such,\u00a0can undertake specified regulated investment activities where those activities are\u00a0<\/span><b><span data-contrast=\"auto\">incidental to the professional services<\/span><\/b><span data-contrast=\"auto\">\u00a0being provided to the client and are not the firm&#8217;s main business.\u00a0<\/span><a href=\"https:\/\/www.icaew.com\/regulation\/dpb-investment-business-licence\"><span data-contrast=\"none\">[icaew.com]<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">ICAEW is a\u00a0<\/span><b><span data-contrast=\"auto\">Designated Professional Body (DPB)<\/span><\/b><span data-contrast=\"auto\">\u00a0under the Financial Services and Markets Act 2000.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Examples\u00a0of the matters we\u00a0are able to\u00a0address\u00a0can include:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Advice that is connected to tax, accounting, corporate\u00a0finance\u00a0or estate planning work.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Arranging certain investments in limited circumstances.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Referring clients to appropriately authorised financial advisers as part of our wider\u00a0professional service.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:2,&quot;335559740&quot;:300}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">In relation to the latter, we may, where the circumstances are\u00a0appropriate, refer you to Hebblethwaite Financial Services. The latter is a brand name with the investment services being provided by a third party FCA authorised and compliant entity, which entity will undertake\u00a0all of\u00a0the regulated compliance matters\u00a0and will put in place its\u2019 own\u00a0remuneration\u00a0arrangements in relation to such matters.\u00a0A number of\u00a0the partners of\u00a0Hebblethwaites\u00a0have an interest in Hebblethwaite Financial Services Ltd.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<!-- -->","protected":false},"excerpt":{"rendered":"<p>Hebblethwaites\u00a0holds a\u00a0DPB (Investment Business) licence\u00a0and, as such,\u00a0can undertake specified regulated investment activities where those activities are\u00a0incidental to the professional services\u00a0being provided to the client and are not the firm&#8217;s main business.\u00a0[icaew.com]\u00a0 ICAEW is a\u00a0Designated Professional Body (DPB)\u00a0under the Financial Services and Markets Act 2000.\u00a0\u00a0 Examples\u00a0of the matters we\u00a0are able to\u00a0address\u00a0can include:\u00a0 Advice that is connected [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":19,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-4633","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/pages\/4633","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/comments?post=4633"}],"version-history":[{"count":1,"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/pages\/4633\/revisions"}],"predecessor-version":[{"id":4634,"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/pages\/4633\/revisions\/4634"}],"up":[{"embeddable":true,"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/pages\/19"}],"wp:attachment":[{"href":"https:\/\/hebblethwaites.com\/index.php\/wp-json\/wp\/v2\/media?parent=4633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}