Legal Information

The FCA 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.

Please download and read the following documents:

Terms of Service 

Rate Card

This document confirms our commitment to the service that you will receive from us and your commitment to us.

Agreement to the Terms of Service

Supplementary document to our Terms of Service and Investment Philosophy.

Ian Starkey Statement of Professional Standing

Jane Wallace Statement of Professional Standing