Please click on the document links below to download.Client Agreement
Our Client Agreement sets the basis of the relationship between you as the client and Cambrian as the adviser firm.Service Brochure
Our Service Brochure is to be read in conjunction with the Client Agreement and provides a detailed breakdown of the services we provide.Attitude to Risk Questionnaire
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.Guide on Your Retirement Options
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.
The following product guides may be read in conjunction with our Suitability Reports as a guide to any products recommended.
Flexi Access Drawdown
Self-Invested Personal Pension
Uncrystallised funds pension lump sum (UFPLS) (full withdrawal)
Uncrystallised funds pension lump sum (UFPLS) (series of withdrawals)