Our Terms of Business are contained within the relevant documents depending on the type of business that we are undertaking. We would obtain a signed copy of our Customer Privacy Notice and Client Agreement prior to undertaking any chargeable work on your behalf. Please find below our Client Agreement and Service Proposition & Engagement in relation to our Investment and Pension business and our Services & Costs Disclosure Documents in relation to our Mortgage and Insurance and Lifetime Mortgage and Equity Release business.
- Client Agreement – Investments & Pensions
- Ongoing Service Proposition – Investments & Pensions
- Mortgage & Insurance Services & Costs
- Lifetime & Equity Release Services & Costs
- Customer Privacy Notice
- Consumer Complaints Procedure