Home Advisers Clients Contacts Links

Menu


ABOUT US :
» Our Directors
» Our Advisers
» Our Goal
» Join Us
» Contact Us

OUR SERVICES :
» Investments
» Pensions
» Mortgages
» Mortgage Calculator
» Personal Protection
» Employee Benefits
» General Insurance
» Tax Planning

OUR COMMUNITY :
» Press coverage
» Newsletter
» Gallery
» Bath Rugby

COMPLIANCE and LEGAL :
» Treating Customers Fairly
» Complaint Handling
» Anti Money Laundering
» Data Protection



Official IFA & Sponsor of
Bath Rugby


 













Authorised and Regulated by the
Financial Services Authority

 

Anti Money Laundering

We are required by law to identify new customers. We may also check the identity of existing customers because:

  • they were customers before identity checks became law
  • we want to make sure our information is up to date
  • we may want to check identity for our own purposes to guard against fraud

Our regulator, the Financial Services Authority has produced the following publication to help consumers:

 

Checking your identity - a consumer guide »




© Copyright 2008 Money Wise a SPACESTREAM.com website