Budget – March 2021

Budget – March 2021

We are delighted to provide our summary of the key announcements in the Budget 2021 statement, made on Wednesday 3 March. The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some form of lockdown continuing over...
Ethical Screening Questionnaire

Ethical Screening Questionnaire

Introduction Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund has its own ethical investment criteria, so your financial advisers need to understand what issues are of concern to you in...
Mortgage and Protection Agreement

Mortgage and Protection Agreement

This document sets out the basis on which we will conduct Mortgage & Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has been...
Personal Client Agreement

Personal Client Agreement

This document sets out the basis on which we will conduct Investment, Pension and Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has...