Money IFA Investment and Lifestyle

Terms of Business

Terms of Business

The FCA 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.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at or call 0800 023 4 567.

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

Statement of Professional Standing

Client Agreement

Our Services

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below: