01525712122 enquiries@graymoney.co.uk

Legal information

The Financial Conduct Authority (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. To access the FCA's own website click here.

For further information and details on other money matters, please visit the Government's Money Advice Service here.

Please download and read the following documents, most of which we have provided in Adobe Acrobat format.

Statements of Professional Standing

Statements issued by the Chartered Insurance Institute (CII) that confirm the adviser meets the required qualification standard. Click on the advisor's name to see their certificate.

Our Client Agreement Letter

This document sets out information regarding our services and charges, our terms and conditions and also includes our privacy notice. 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.