Client Agreement

As fully independent advisers, we are able to provide all our clients with the broadest range of advice and support. After completing a financial review as explained on the "About Us" page we prepare a written detailed financial report for your inspection and approval.

As we are regulated by the FSA (Financial Services Authority), in order to enable us to proceed we are required to provide you with full details about our services and the costs of these services, which are presented in a document called a Client agreement form.

We require all our customers to read and sign this form.
To downloadable copy of the Tenterden branch form Click here
To downloadable copy of the Canterbury branch form Click here

To read these documents you will need Acrobat Reader, if you do not already have it click here to download.