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Our Privacy Notice tells you how we will use and process your data.

Your adviser may ask you to complete an “attitude to risk questionnaire” which will help us understand what level of investment risk is suitable for you.

If you are about to retire, our Guide on Your Retirement options sets out the various options available. Speak to us for advice if you are unclear on any of the options.

Product Guides

The following product guides may be read in conjunction with our Suitability Reports as a guide to any products recommended.

Investments
Individual Savings Account (ISA)
Junior ISA (JISA)
Offshore Bond
Onshore Bond
Open Ended Investment Companies (OEIC) and Unit Trusts

Mortgages / Equity Release
Consumer Buy to Let Mortgage
Business Buy to Let Mortgage
Residential Mortgage
Lifetime Mortgage (Equity Release)

Pensions/Retirement Planning
Capped Drawdown
Flexi Access Drawdown
Pension Annuity
Personal Pension
Phased Drawdown
Self-Invested Personal Pension
Uncrystallised funds pension lump sum (UFPLS) (full withdrawal)
Uncrystallised funds pension lump sum (UFPLS) (series of withdrawals)

Protection

Decreasing Term Assurance and/or Critical Illness Cover
Level Term Assurance and/or Critical Illness Cover
Whole of Life (guaranteed premiums)