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Following a review of our business model and in keeping with the Financial Services Authority initiative of ‘Treating Customers Fairly’ this document outlines how we profile our clients and the charges we make for work undertaken on behalf of a client.
Until further notice it is our policy not to charge for an initial meeting. Such a meeting allows a prospective client to ask questions of the adviser and for both parties to get to know one another. Issues to do with how we charge and the services that we provide can be discussed at this time. Only once both parties are happy, will we request that you sign a Client Agreement. This document outlines the terms on which we will work for you and provides you with information about our services, a copy of our Client Agreement can be found here.
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Financial Futures is an appointed representative of Investments Limited, which is authorised & regulated by the Financial Services Authority. FSA number 176946 |
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