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 advisory and intermediary service is typically made up of four stages with a corresponding charging structure. Please download the agreement for more information.
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below: