Legal Information

The FSA 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.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

Our Client Agreement

This is our standard Client Agreement, which we will ask you to agree and sign before securing our services.

Key facts about the cost our services

This document lays out our scale of charges, however we will discuss your preferences as to how we are paid when you ask us for advice.

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

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Wellserve Independent Financial Advisers is a trading style of Trinity House Financial Planning Limited, Highland Suite, Great Hollanden Business Centre, Mill Lane, Underrriver, Sevenoaks, Kent TBN15 0SQ, which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/Pages/register). FSA Registration No: 439073