Please download the following documents which are provided in Adobe Acrobat format.
|Financial Questionnaire||We will request you complete this document prior to our first meeting as this will ensure we spend time discussing your needs and objectives as opposed to completing paperwork.|
|Letter of Authority||Transfer of agency allows us to obtain information about selected pensions or investments on which you provide us with authority.|
|Risk Questionnaire and Capacity for Loss||We would request you complete this questionnaire prior to our meeting.|
|Terms of Business||Our Terms of Business.|
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