Downloads & Newsletters
Client Downloads
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. The Client Agreement Document provides you with information regarding the way we charge for our services. You can download this document in PDF format below.
- Client Agreement (Retail) PDF
- Services & Payment Agreement
- Proposition Summary Document
- Insurance Initial Disclosure Document PDF
- Data Protection Act PDF
Newsletters:
- Spring 2017 Budget Summary
- Spring 2017 Newsletter
- Autumn Statement – November 2016
- Winter 2016 Newsletter
- Autumn 2016 Newsletter
- Summer 2016 Newsletter
- Spring 2016 Newsletter
- March 2016 Budget Summary
- Autumn Budget Summary 2015
- Summer Budget 2015 Summary
- Budget 2015 Summary
- Winter Newsletter 2014/15
STATE PENSIONS: NOT QUITE WHAT WAS ADVERTISEDMost people reaching state pension age today are receiving less than the new state pension. A ...
PROBATE FEE CHANGES – AN ELECTION CASUALTY FEW WILL MOURNThe election has put a stop to planned increases in probate fees for England and Wales. Once a ...
CHINA: FOURTH TIME LUCKY?One of the major index providers is reviewing the constituents of its important global market ...
A ROUND-UP OF BUDGET NON STARTERSThe Spring Budget has become a victim of the snap election. Philip Hammond has not had much luck ...
THE NASDAQ HITS 6,000The market most associated with US technology shares reached a new high in April. You may be old ...