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Legal Information

The FSA 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.

PDF

Client Agreement

This is an example of our standard Client Agreement, which we will ask you to read and sign before appointing us to advise you.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Palm Financial Care Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 470648

Palm Financial Care Limited
Registered Address:
Palm House, 14 Ashton Drive, Nelson, Lancashire, BB9 0UA
Registered in England, No. 6261386