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Downloads & Literature

Below you can find a collection of documents available to download.

How We Charge

A summary document that contains all the information about how we charge for services.

DOWNLOAD ‘HOW WE CHARGE’

Service Charter

DOWNLOAD ‘SERVICE CHARTER’

Letter of Authority – Client Authorisation

DOWNLOAD ‘LETTER OF AUTHORITY’

Client Fact Find Document

DOWNLOAD ‘CLIENT FACT FIND DOCUMENT’

Trustee Fact Find Document

DOWNLOAD ‘TRUSTEE FACT FIND DOCUMENT’

Attitude to Risk Questionnaire

DOWNLOAD ‘ATTITUDE TO RISK QUESTIONNAIRE’

Expense Questionnaire

DOWNLOAD ‘EXPENSE QUESTIONNAIRE’

Fair Value Statement

DOWNLOAD ‘FAIR VALUE STATEMENT’

Vulnerable Clients Statement

DOWNLOAD ‘VULNERABLE CLIENTS STATEMENT’

GDPR Statement

DOWNLOAD ‘GDPR STATEMENT’
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