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.

PDF

Terms of Business

Our Terms of Business Letter
PDF

Key Facts about our services and costs

This document lays out details of our services and costs, which will be discussed with you at our first meeting

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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions and Financial Planning) Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 116127

C H Jeffries (Pensions and Financial Planning) Limited
Registered Address:
Fairview House, Victoria Place, Carlisle,, Cumbria, CA1 1HP
Registered in England, No. 1998376

Neither Jeffries Independent Financial Advisers nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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