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Resources

Everything we’d hand you at a meeting.

Our Terms of Business and the rest of our paperwork, available before you commit to anything.

Our Terms of Business is available now. It sets out our charges in full, our client agreement and your protections. The remaining documents will be added as they are supplied.

Everything we would hand you at a meeting, available here whenever you want it.

We give you our Terms of Business at the first meeting, before you commit to anything. It sets out exactly what we charge and what you get for it. If you would rather read it beforehand, that is entirely reasonable and it is here.

Downloads

Our documents and Terms of Business

Ask us for any of these at any time, or ring the office and we will post them.

Often relevant alongside this

What people usually ask about next.

Common questions

Things people ask us about this.

Where do I get a copy of the Terms of Business?

We hand you one at the first meeting and it will be here to download once uploaded. You can also ring the office and we will post one.

Do I have to sign anything at the first meeting?

No. The first meeting is free and commits you to nothing. Paperwork only comes into it if you decide to go ahead.

How do I make a complaint?

Tell us first and tell us early — we would far rather know. If you are still not satisfied you can refer the matter to the Financial Ombudsman Service, which is free and independent.

Rather just ask us?

Ring 01772 864314 or request a call back and we will send you whatever you need.

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