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 "The Money Advice Service" website click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
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About Our Investment and Insurance Services and Costs |
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Our Investment and Insurance Client Agreement Letter which we will ask you to sign at the first meeting if you wish to appoint us to act on your behalf. |
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Our Data Protection statement & policy document |
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Fact Find Document - Investment and Insurance |
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About our Mortgage and Insurance Services and Costs |
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Mortgage and Insurance Client Agreement |
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Buy-to-Let Mortgage Client Agreement |
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Fact Find - Mortgage & Insurance |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
