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Legal Information
The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
Some of our documents use the Keyfacts logo required by the Financial Services Authority (FSA). To access the FSA's own website, The Money Advice Service, for more details on this and other money matters click here.
Please download and read the following documents, most of which which we have provided in Adobe Acrobat format.
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The following document sets out the key facts about our services and costs. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
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Our Client Agreement document covering investments and pensions |
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Our Client Agreement document covering mortgages and insurance |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
