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Legal Information

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Document Name

Description
PDF

Statement of Professional Standing

The Statement of Professional Standing confirms the Chartered Insurance Institute (CII) has checked our advisers meet the required qualification standard, confirms they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).
PDF

Terms of Service

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

PDF

Agreement to Terms of Service

Supplementary document to our Terms of Service and Investment Philosophy.
PDF

Investment Philosophy

The Investment Philosophy document outlines our approach to investing your portfolio.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:


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Starkey Financial Planning Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 459336

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.