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Your Peace of Mind and Protection

We subscribe and abide by a number of laws, regulations and legislation for your protection, confidentiality, and security.

These include:

The Financial Conduct Authority (FCA) – our regulator. We will tell you if any product or service recommended is not regulated by the FCA.

The Financial Services Compensation Scheme (FSCS) – for your financial security The Data Protection Act (DPA) – to protect your confidentiality.

Law – all our agreements follow the laws of England and Wales. The laws concerning property, conveyancing, trusts and power of attorney can differ if you live in Scotland or Northern Ireland.

Financial crime – we support the Proceeds of Crime Act, and all efforts to eliminate money laundering.

Other interests – we pride ourselves on being impartial. To avoid doubt we tell you if any conflicts of interest exist.

Loans and ownership – we want you to know who
owns us.

You can find more information
in our Terms of Business
document, which you should
read with this guide.


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