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Terms of Business

Terms of Business

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 Conduct Authority. To access The Money Advice Service for more details on this and other money matters click here.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at
www.financial-ombudsman.org.uk or call 0800 023 4 567.


Please download and read the following documents which are provided in Adobe Acrobat format.


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Terms of Business

Explaining the main aspects of the way we operate, and how this affects you.

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Our Service Options

Explaining the differences in our levels of service

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Private Client Services

An explanation of our services for Private Clients

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Private Client Fee Schedule

The schedule of fees for Private Clients

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How We Handle Complaints

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Client Survey Response Form

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

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