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.

Key facts about our services and costs

This document sets out the key facts about our services and costs. We will discuss this document in full with you when you ask us for advice.

Client Agreement

Our standard Client Agreement document, which we will ask you to read and sign before appointing us to act on your behalf.

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.

Financial Management is a trading name of Adaurum Ltd which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 402746