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Terms of Business
 

As an organisation offering financial advice, it is necessary for us to declare all the terms and conditions that pertain to our work. We have prepared this declaration in such a way that it can easily be read alongside two other documents about our services. We are obliged to provide these other two documents to our clients by the Financial Services Authority (FSA), which is the independent watchdog for the financial services industry.

These two documents explain the key facts about our services, and also the key facts about the costs of our services. The aim of the two documents is to provide information in a form that will enable you to decide if our services are right for you. The forms are prepared by the FSA – we simply tick them as appropriate.

To read these three documents, click on the links below:

Terms of business »
Key facts about our services »
Key facts about the cost of our services »