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 'the Money Advice Service' website click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
The following document sets out the Key facts about our services for investment and insurance advice. 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: