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.
Some of our documents use the Keyfacts logo required by the Financial Services Authority (FSA). To access the FSA'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 which we have provided in Adobe Acrobat format.
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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:
