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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This document sets out a guide to our services in respect of pension and investment business and our standard Data Protection Statement. 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. |
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This document sets out the Key facts about our mortgage and protection services and our standard data protection statement. 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. |
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This document sets out how we will deal with you in the provision of advice for buy to let mortgage. 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. |
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The following document sets out the Key facts about our services including lifetime mortgages. 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:
