Below are a series of documents that you may find useful.

Terms of BusinessOur Confidential Factfind is used to record all the personal and financial information we require to make a thorough assessment of our clients’ requirements. Please feel free to download and complete this form and then return it to us at our office address or via email to

Terms of BusinessOur Expenditure Questionnaire may also be downloaded for completion.


Terms of BusinessOur Treating Customers Fairly Policy details the approach our directors and staff take when doing business and how our customers can expect to be treated during this process.


Terms of BusinessOur Core Values & Business Practices statement reconfirms our commitment to the highest levels professionalism within our industry.


Terms of BusinessAlso available for download are our Terms of Business for Group Pensions.


Terms of BusinessWe also provide Execution-Only Terms of Business for when we arrange a financial product without providing financial advice.