financial advice for the whole of life

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.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

Please download and read the following documents which are provided in Adobe Acrobat format.

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.

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.

Terms of business

Our standard terms of business document

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:

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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

Progressive Financial Planning Limited
Registered Address:
1 Victoria Street
Dunstable
Beds
LU6 3AZ.
Registered in England & Wales, No. 3761061

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