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.
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This is our Client Agreement document for clients looked after by our Harpenden office. The document sets out the key facts about our services and costs. However, we will discuss your preferences such as how we are paid when you ask us for our advice. |
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This is our Client Agreement document for clients looked after by our Southport office. As above, the document sets out the key facts about our services and costs. 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:
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.