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.
Fact Find Questionaire |
Terms of business |
Client agreement |
Key facts about the costs of our services |
Key facts about services for lifetime mortgages and home reversion schemes |
The following document sets out the Key facts about our services for lifetime mortgages and home reversion schemes. This 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. |
The following document sets out the Key facts about our services for investments, insurance and mortgages, where we charge a fee for arranging a mortgage. This 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. |
The following document sets out the Key facts about our services for investments, insurance and mortgages, where we charge a fee for arranging a mortgage. This 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. |
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