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.

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Key facts about our services

The following document sets out the Key facts 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.

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Key facts about the cost of our services

This document lays out our scale of charges, however we will discuss your preferences as to how we are paid when you ask us for advice.

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Terms of business

Our standard Client Agreement document

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Terms of business for buy-to-let

Our terms of business for buy-to-let mortgage advice

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

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Progressive Financial Planning is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 190252