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.
 |
We will ask you to read this document before engaging our services |
|
The following document sets out the Key facts about our costs and services for investment and 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. |
|
The following document sets out the Key facts about our services for mortgage advice and related 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. |
|
Keyfacts about our costs and services for lifetime mortgages |
This document explains our costs and services in relation to equity release (lifetime mortgages). |
|
Please read our Terms of Business for General Insurance advice |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.