“Offering comprehensive financial advice”

01253 739196


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 Key Facts about our Services and Costs This document sets out the key facts about our services and costs. It shows our typical terms and conditions; however, we will discuss your preferences such as how we are paid when you ask us for our advice.

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