"KeyFacts" Guides
The "KeyFacts" style of documentation was introduced by the FSA to provide clients with just that: The key facts that they might need when considering the possible appointment of an IFA.
We support this approach and believe that a client can now 'shop around' and base a decison on clear, accurate and easily-understood terms. With this in mind, we are pleased to provide various Key Facts documents to assist you. They confirm our typical terms and conditions; however, we will discuss your preferences - such as how we are paid and the type & scope of our advice.
The guides can be found in the Documentation page of our menu.