The FCA 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 Conducts Authority (FCA). To access The Money Advice Service for more details on this and other money matters click here.
Our Internal Complaint Handling procedures are available on request. If you have reasons to raise a concern please contact us on 01794 517066, in writing at the address on this site or by email: firstname.lastname@example.org. If we are unable to resolve an issue to your satisfaction you may be able to refer the matter to the Financial Ombudsman Service. More information is available on request or by visiting www.financial-ombudsman.org.uk.
Please download and read the following documents, most of which we have provided in Adobe Acrobat format.