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. To access the FSA's own moneymadeclear website click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
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Our Terms and Conditions of Business will be presented to you at our first meeting. 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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This initial disclosure document sets out the Key facts about our services and approximate 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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To open the document just click on the link.