Client Advice Agreements

These Client Advice Agreements have been written in accordance with the rules of the Financial Conduct Authority (FCA) and are legally binding on any service we provide you with. Before agreeing to the relevant Client Advice Agreement it's important that you take as much time as you need to read it, think about the implications and ask us about anything you feel is unclear.

Previous versions of our Client Agreements

In this section you can view historic versions of our Client Agreements. You can view a summary of the changes between the Client Agreements on page 2 of each Client Agreement.

Please note that, from time to time, some of our services may not be available to new clients. This is because we always try and prioritise providing service to our existing clients.

If you’re a prospective client, we’ll discuss with you which of our services is available at the time of your enquiry and whether or not one or more of them appears to be capable of meeting your needs.