"KeyFacts" Guides
The "KeyFacts" style of documentation was introduced by the FSA to provide clients with just that: The key facts that they might need when considering the possible appointment of an IFA.
We support this approach and believe that a client can now 'shop around' and base a decison on clear, accurate and easily-understood terms. With this in mind, we are pleased to provide the following documents to assist you.
The linked documents set 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 and when you ask for our advice.
"KeyFacts" About Our Services (Combined) - 172KB
"KeyFacts" About Our Services (Mortgages and Insurance) - 170KB
"KeyFacts" About Our Services (Lifetime Mortgages) - 168KB
"KeyFacts" About the Cost of Our Services - 190KB