We are authorised and regulated by the Financial Conduct Authority in the conduct of general insurance and investment business. The Financial Conduct Authority is the independent watchdog that regulates financial services.

Attached below are copies of the latest versions of our terms of business. If you require clarification of investment/non investment business we are pleased to provide details on request. Our FCA registration number is 454705 and you can check our status at www.fca.org.uk/register or by contacting 0800 1116768. Our permitted business for the purposes of this documentation is advising on and arranging general insurance contracts.

Terms Of Business, Corporate Clients

Terms Of Business, Private Clients

Client Agreement, Financial Services

The content on this website has been prepared for your informational purposes only, it does not constitute financial advice. For specific guidance or advice related to your personal situation, please get in touch.

Contact an expert

For a no-obligation consultation with one of our Independent Financial Planners, please call 01494 455616