01452 527592


Genuinely independent, fee-based financial advice

Legal Information

To make sure that the relationship between the client and the firm is clear the FCA stipulate that certain information is to be provided to the client prior to business being transacted.

Please download and read the following documents which are provided in Adobe Acrobat format.

PDF Terms of Business This document sets out our terms of business.
PDF Guide to our Services This document sets out the key facts about the cost of our investment services. This shows the maximum amount we will receive in payment by either a fee or commission for advising on and arranging an investment for you. We will discuss this document in full with you when you ask us for advice.
PDF Customer Survey We would encourage clients to help us in improving our service by completing the attached survey and returning it to us.

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