Financial Advisers
The Financial Conduct Authority 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, most of which we have provided in Adobe Acrobat format.
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ABOUT OUR SERVICES |
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OUR SERVICE DELIVERABLES |
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CLIENT AGREEMENT TERMS AND CONDITIONS |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
Gary Jones trading as Chewton Financial Planning is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 190859 http://www.fca.org.uk/register.
Neither Chewton Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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