Unit 15 Somerville Court
Trinity Way, Banbury Business Park
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. Some of our documents use the Keyfacts logo required by the Financial Conduct Authority. To access the FCA’s own website, The Money Advice Service, for more details on this and other money matters.
Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:
Please download and read the following documents which are provided in Adobe Acrobat format.
Guide to our services – designated investment/pension business- click below
This document provides information about our investment services. It shows our typical terms and conditions; however, we will discuss your preferences such as how we are paid when you ask us for our advice.
Buy to Let mortgages and Equity Release- click below
This document sets out the key facts about our services for mortgages and insurance.
Mortgage disclosure-click below
This is our standard up to date Data Privacy Notice.CLICK HERE
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:CLICK HERE