Legal statement
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 (FCA). To access the FCA's own website, The Money Advice Service, for more details on this and other money matters click here.
Please download and read the following documents, most of which we have provided in Adobe Acrobat format.
Our Client Agreement which we will ask you to sign at the first meeting if you wish to appoint us to act on your behalf. |
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Our Data Protection Notice and consent declaration |
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Use this to complete your personal details then save to your own computer and email it to us. Please ensure you are using the most recent up to date version of Adobe (see link below) or it may not save the details input. |
Our Data Protection Policy statement |
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Our Data Retention Policy statement |
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Defined Benefit Pension Transfers - Conflict of Interest Policy |
Our Conflict of Interest Policy for Defined Benefit Pension Transfers |
Our Core Values and Ethics policy |
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Our Treating Customers Fairly policy |
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Our Vulnerable Client Policy |
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An excellent guide to care fees planning covering a wide range of areas that might be relevant for those with care needs on their minds. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below: