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Literature: Please find below a selection of our literature for you to download;
Key Facts About Our Services - this document sets out the key facts about our services. This shows our typical terms and conditions. However we will discuss your preferences, such as how we are paid, when you ask for our advice. Key Facts About The Cost Of Our Services - this document sets out the key facts about the cost of our services. It explains what the payment options are, how much we are likely to charge (if a client chooses to pay us by fee) and how much commission we are likely to receive (if a client chooses the commission option). Data Protection Statement - this document explains how the information we have about you is used, how you are protected under the Data Protection Act and you right to a copy of your personal data. Confidential Financial Review - this is the core document that we use to record your personal information and will form the basis of the advice we give you. Mortgage Factfind - this document is used for collating the necessary information from you in relation to your mortgage needs
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Home - Mortgages - Protection - Insurance - Pensions - Investments - Conveyancing - Will Writing The advice and/or guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK Independent Financial Advice on Mortgages, Life Assurance, Pensions, Savings and Investments | |
