LEGAL STATEMENT
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.
Please download and read the following documents which are provided in Adobe Acrobat format.
Please download and read the following documents which are provided in Adobe Acrobat format.
Investment, Standard Mortgages and Protection - Key facts about our services and costs
This document sets out the key facts about our investment, standard mortgages and protection services and cost. 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.
Equity Release - Key facts about our services and costs
This document sets out the key facts about our equity release services and cost. 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