Legal Information

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.

PDF

Keyfacts about the costs of our Services

The following document sets out the keyfacts about the cost of our services. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.

PDF

Terms of Business

The following document sets out the Terms of business. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.

PDF

Keyfacts about our Services

The following document sets out the keyfacts about our services. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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Heathcote Financial is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. FSA Registration No: 494410

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