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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)
 

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

This document explains our charges for giving advice and confirms our fee charge out rates and also the maximum commission payments we could receive if we accept commission from a provider for arranging a contract for clients. It is legal requirement that you have sight of this document before we provide advice.

Download Document