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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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Client Agreement for Investment Advice

Our Client Agreement and Statement of Services and Remuneration. This document explains our services and the charges we levy for Investment Advice.

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Client Agreement for Trustee Advice

Our Client Agreement and Statement of Services and Remuneration. This document explains our services and the charges we levy for Trustee Advice.

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Client Agreement for Corporate Advice

Our Client Agreement and Statement of Services and Remuneration. This document explains our services and the charges we levy for Corporate Advice.

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Client Agreement for Mortgage Advice

Our Client Agreement and Statement of Services and Remuneration. This document explains our services and the charges we levy for Mortgage Advice.

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Client Agreement for Insurance Advice

Our Client Agreement and Statement of Services and Remuneration. This document explains our services and the charges we levy for Insurance Advice.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

PDF