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.
Our documents use the KeyFacts logo - click on the link from more details of what this means.
Please download and read the following documents which are provided in Adobe Acrobat format.
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Our Client Agreement document |
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This document sets out our culture of dealing fairly with our clients |
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This document sets out the key facts about our services and the costs of our services. 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:
