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Legal Information

The FCA requires that certain information 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. To access the FCA’s own website click here.

Please download and read the following documents, most of which we have provided in Adobe Acrobat format.

Client Agreement, mortgages and insurance

Our Client Agreement document covering mortgages and insurance

Customer Privacy Notice

Your rights in relation to your Personal Data

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

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10 Parsonage Street, Dursley, Gloucestershire, GL11 4EA

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Financial Services Register No: 209534, Registered in England & Wales, No. 3555736
Registered Office: 10 Parsonage Street, Dursley, Gloucestershire, GL11 4EA
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