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 Fairly | Our Treating Customers Fairly document |
|
| Key Facts about our Costs and Services | The 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 Agreement | Our Client Agreement letter |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
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.



