Legal Information

The FSA 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.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

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

Fee agreement

terms of our standard fee agreements

Client Agreement (Retail Client) - Individual

This shows our typical terms and conditions: however we will discuss your preferences such as how we are paid when you ask for advice.

Client Agreement (Professional Client) - Corporate

This shows our typical terms and conditions: however we will discuss your preferences such as how we are paid when you ask for advice.

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

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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WFS Consulting Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 191531