Downloads

From here you can download documents of interest
Attitude to Risk Questionnaire
Existing clients are able to complete a psychometric risk questionnaire online after login. This paper version will help you understand the concept of risk within an investment portfolio.
Our Wealth Management Service Proposition
This document explains our perpetual advice process and the methodology involved in managing your financial affairs. Our wealth management service proposition is explained in full along with details our remuneration.
Impaired life Annuity - Joint Medical Questionnaire
Click here to download the joint annuity form for nine of the impaired life annuity providers.
Retirement Options - Client Attitude Questionnaire
This questionnaire is designed to help us assess your priorities if you are approaching retirement.
Terms of Engagement
This is our Standard Terms of Engagement with an overview of the services we offer along with our customer charter. Most of our clients opt for our fee based service proposition with all investment related commission rebated.
W-8BEN
This form enables are client's to hold US assets and report income to the IRS.