0161 486 5058

Retirement Planning and Wealth Management in Cheadle, Cheshire

Terms of Business

The FCA requires that certain information 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.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk or call 0800 023 4 567.

Please download and read the following documents which are provided in Adobe Acrobat format.

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Privacy Terms & Disclosure

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Client Agreement

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Services and Costs

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Levels of Service

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

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