Documents
Our Client Agreement will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
This will normally take place at the first meeting.
In preparation for this meeting we would be grateful if you could download and complete the following factfind document, which is in pdf format.
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As Independent Financial Advisers we are required to have proper regard for your best interest in any advice we provide. We must therefore do our best to ensure that we are aware of your personal and financial circumstances so that our advice is the most suitable for your needs. The questions within this document have been carefully designed to help us provide advice that meets with your needs. |
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