The documents you are entitled to see
Before you deal with any regulated firm you should be able to read how it works, how it handles your data, and what to do if something goes wrong. Ours are all here.
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Our customer documents
Free to read, no sign-up. Please ask if you would like any of these explained.
Terms of Business
How we work with you, the service we provide, and how we are paid.
Open document →Customer Privacy Notice
What personal information we collect, why we hold it, and your rights under UK GDPR.
Open document →Complaints Procedure
How to raise a complaint, how we handle it, and your right to refer it to the Financial Ombudsman Service.
Open document →Why these documents matter
Financial Conduct Authority rules require regulated firms to be clear about the service they provide, how they are paid, how they use your personal information, and what happens if you are unhappy. These are not formalities — they are the documents that tell you what you are actually buying and what protections sit behind it.
If anything in them is unclear, call us on 020 8135 4940 and we will talk it through. There is no obligation and no charge for asking.
FAQs