For truly independent financial advice

01204 383930

mick@pcfp.co.uk

Legal Information

Our Terms of Business will 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. This will normally take place at the first meeting.

Please download and read the following documents which are provided in Adobe Acrobat format.

PDF Key Facts about our services and costs The following document sets out the Key facts about our Services and Costs.

PDF Fixed Fee Menu: Pensions This fixed fee (adviser charge) menu is supplemental to our “Keyfacts about our services and costs”.

PDF Fixed Fee Menu: Investments This fixed fee (adviser charge) menu is supplemental to our “Keyfacts about our services and costs”.

PDF Fixed Fee Menu: Long Term Care This fixed fee (adviser charge) menu is supplemental to our “Keyfacts about our services and costs”.

PDF Fixed Fee Menu: Retirement This fixed fee (adviser charge) menu is supplemental to our “Keyfacts about our services and costs”.

PDF Terms of Business Our Terms and Conditions.