Legal Information
The FCA 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 Conduct Authority. To access the FCA'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 which are provided in Adobe Acrobat format.
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This shows show our typical Client Agreement for investment and insurance services, however we will ask you to read and approve a customised document before asking us to act on your behalf. |
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The following document sets out the Key facts about our services for insurance. 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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The following document sets out the Key facts about our services for equity release. 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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The following document sets out the Key facts about our services for mortgages. 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. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
