Legal information

The Financial Services Authority requires that specific 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.

These documents use the Keyfacts logo required by the Financial Services Authority.

Please download and read the following documents which are provided in Adobe Acrobat format.

Treating Customers FairlyOur Treating Customers Fairly document
Key Facts about our Costs and ServicesThe following document sets out the Key facts about our Costs and Services. 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.
Client AgreementOur Client Agreement letter

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

Adobe Reader

NOTE: 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.

Last updated: 22/04/2010 14:28:34