Useful links

Not every money matter needs input from a financial adviser and sometimes you might need the advice and assistance of government-appointed adjudicators. We have provided useful links following organisations provide free guidance as well as online tools. Please note, these links take you away from our website and we cannot be held responsible for the content of any third party websites.

The Money Advice Service

“The Money Advice Service helps people manage their money. We do this directly through our own free and impartial advice service. We also work in partnership with other organisations to help people make the most of their money. We are an independent service, set up by government.”

Click here to visit their site.

The Financial Conduct Authority

“We regulate the financial services industry in the UK. Our aim is to protect consumers, ensure our industry remains stable and promote healthy competition between financial services providers. We have rule-making, investigative and enforcement powers that we use to protect and regulate the financial services industry. We are fair and principled in our approach to regulation.”

Click here to visit their site.

The Financial Ombudsman Service

“Nine out of ten people say they have no complaints about their bank, insurer or finance firm. And most financial transactions take place without any problems.

But sometimes things go wrong. And when they do, and a customer isn’t happy, it’s up to the business to try and sort it out. The business must be given the chance to look into a problem – and they have eight weeks to do it.

If the customer still isn’t satisfied, they can come to us. We’ll listen to both sides of the story. And we’ll be honest. We give advice or make decisions based on the facts that we see.”

Click here to visit their site.

The Financial Services Compensation Scheme (FSCS)

“The FSCS is the UK’s statutory fund of last resort for customers of financial services firms. This means that FSCS can pay compensation to consumers if a financial services firm is unable, or likely to be unable, to pay claims against it. The FSCS is an independent body, set up under the Financial Services and Markets Act 2000 (FSMA). We do not charge individual consumers for using our service.”

Click here to visit their site.


Client Agreement

If you’ve decided to you’d like our help with your finances and investments you’ll need to take a close look at our regulatory documentation. These are generic agreements which form the basis of specific fee agreements we’ll make with you. Just click on the titles below to open each PDF or right-click and ‘save as’ to save a copy to your computer. If you have any questions, don’t hesitate to get in touch.

Client Agreement – click here to download