We will use this questionnaire, alongside any other information you provide us with, to give you suitable advice. It is essential for you to provide us with as much accurate information as you can.
You should complete this questionnaire alongside a fully completed fact-find questionnaire. If you choose to omit various sections, you should be aware that we would base our advice only on the information provided.
Terms & Conditions
We have developed our services and fees to reflect the complexity of each client’s financial situation. This document details these services along with how we charge.
This agreement sets out the terms under which we will provide our services to you, so it is important you read it fully and in conjunction with our ‘what we do and how we charge’ document. If there is something you do not understand please ask us to explain it.
During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data).
Letter of Authority
As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.