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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.

Valued Service Proposition

The following document sets out the key facts about our services and costs. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.

Client Agreement for Investment and Insurance Services

Our Client Agreement document covering investments and insurances

Client Agreement, mortgages and insurance

Our Client Agreement document covering mortgages and insurance

Baker Hudson Declaration

Our Declaration to be signed in acknowledgement of being given the Baker Hudson Fees for Investment and Insurances, Client Agreement for Investment and Insurance Services and the Valued Service Proposition and Financial Planning Process

Customer Privacy Notice

Your rights in relation to your Personal Data

Baker Hudson Charges & Examples

Our Standard Charging Structure Document

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

CONTACT US

CONTACT INFO

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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