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Authorised and Regulated by the Financial Services Authority
INDEPENDENT FINANCIAL ADVICE CENTRE
You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.
Your home is at risk if you do not keep up the payments on a mortgage
FACT FINDS
These are essential to the advice process as they provide us with the information that we require to assess your financial situation and attitude to risk.
Our advice will be based on the information that you provide to us, so it is important that you let us have all the relevant facts.
You are at liberty to disclose as much or as little as you think fit but withholding information may result in our advice not being suitable.
All information disclosed to the IFAC will be treated as confidential. Please read our Privacy Policy for an explanation of how we look after your data.
We have designed “Fact Finds” to suit particular needs, these are listed below. Click on the required fact find to view or print the document.
Our advice will be based on the information that you provide to us, so it is important that you let us have all the relevant facts.
You are at liberty to disclose as much or as little as you think fit but withholding information may result in our advice not being suitable.
All information disclosed to the IFAC will be treated as confidential. Please read our Privacy Policy for an explanation of how we look after your data.
We have designed “Fact Finds” to suit particular needs, these are listed below. Click on the required fact find to view or print the document.
THE ADVICE CENTRE - making sense of a complicated world