If you’d like a consultation with us, here are some documents which you might find helpful. They’re all in PDF format, so you’ll need Adobe Reader to view them. If you don’t have Adobe Reader, just click on the logo below to download it free from the Adobe website.
Keyfacts Documents
Keyfacts documents are the standard documents created by the Financial Services Authority to provide consumers with information about financial products and services.
About
our Services and Costs- click here to download.
This document explains the various product related services
we provide and the various options for paying for our sevices.
Customer Agreement - click here to download.
This document sets out our terms of business.
Financial Review - click here to download.
When we advise you, we have a duty to 'know our customer'.
Completing this form will help us ensure that we provide you with the most appropriate advice.
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