Please find below our company service documents
We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client. In order to clarify the expectations of all parties and to provide transparency of charges, we set out in this document the services available and associated costs.
During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data). This document is important as it allows us to explain to you what we will need to do with Your Personal Data, and the various rights you have in relation to Your Personal Data.