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.
The lifetime focuser is a great way for us to gather basic information on a potential client to see what areas of advice they may need before holding an initial consultation. |
This document gives a brief desciption of who Stratton Annettes are and what we do. |
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. |
Our Key Facts documents will 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. This will normally take place at the first meeting. |
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.