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.
Our documents use the KeyFacts logo - click on the link from more details of what this means.
Please download and read the following documents which are provided in Adobe Acrobat format.
This document sets out the key facts about our services, the cost of our services and our Client Agreement. These show our typical terms and conditions; however, we will discuss your preferences as to how we are paid when you ask us for our advice. We will ask you to sign a copy of this document at our first meeting to acknowledge receipt of this agreement and information
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below: