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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About Our Investment and Insurance Services and Costs |
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Our Investment & 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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Fact Find Document - Investment and Insurance |
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About our Mortgage and Insurance Services and Costs |
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Mortgage & 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:
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.
