News and Downloads

New potential clients may wish to download the documents listed below. Please click on the document titles to see a summary of each document plus a download link.

Document List

Summary

Key Facts: About the Cost of Our Services (pdf)

Key Facts: About Our Services (pdf)

Terms of Business

Portfolio Optimiser (pdf)

Worried about With Profits investments from 2005 onwards?

Risk assessment questionnaire (pdf)

Letter of Authority (pdf)

Client Questionnaire (pdf)

Risk assessment questionnaire (pdf)

The Risk Assessment Questionaire is a two page form in PDF format (8KB). We will complete this with you to agree the level of risk you are happy to accept when making investments.

Download Document