Documents for Download
The FSA 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.
Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
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This Client Charter informs you of the service level you can expect from our organisation and what we expect from you to be able to meet it. |
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Hale Partnership strictly adheres to the guide for IFP members and Certified Finanical Planner licensees. |
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Hale Partnership Ltd, the leading firm of Financial Planners based in High Wycombe, is delighted to announce that it has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. |
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This document has been designed to be given to consumers considering buying certain financial products. Please use this information to decide if our services are right for you. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
