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Permitted Business
Our
permitted business is advising on and
arranging savings and investments
products, pensions, mortgages and
non-investment insurance contracts.
Client Classification
Each client with whom the firm does
business is categorized as to identify
the level of regulatory protection.
Communications
We will communicate with you in English
both verbally and written for the
sending and reception of orders.
Scope of Service
We operate independently and therefore
provide savings and investments,
pensions, mortgages and non-investment
insurance contracts from the whole
market. |