Independent
Financial Advisers

Legal Information

The FSA 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.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

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

Client Agreement 1

Our Client Agreement for investments

Client Agreement 2

Our Client Agreement for mortgages, insurance and general insurance

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To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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Financial Planning Solutions is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 226355