Logo

our financial services

- terms of business

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.

Covid-19 Guidelines - Viewings
Download file
Covid-19 Guidelines - Valuations
Download file
Client Agreement – Investments & Pensions
Download file
Ongoing Service Proposition – Investments & Pensions
Download file
Mortgage & Insurance Services & Costs
Download file
Consumer Complaints Procedure
Download file
Customer Privacy Notice
Download file
Lifetime & Equity Release Services & Costs
Download file
Table of Fees
Download file