Legal Information and Documents

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.

To access the FSA's own moneymadeclear website click here.

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

Client Agreement

Our client Agreement Statement 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.

Key Facts - Our Services & Costs (Standard Mortgage)

The following document sets out the information about our services including standard mortgage services. This shows our typical terms and conditions: however, we will discuss your payment preferences when you ask us for our advice.

Key Facts - Our Services & Costs (Equity Release)

The following document sets out the information about our services including Equity Release services. This shows our typical terms and conditions: however, we will discuss your payment preferences when you ask us for our 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.

Simpsons Independent Financial Advisers Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 447475