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Legal statement

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.

Some of our documents use the Keyfacts logo required by the Financial Conducts Authority (FCA). To access the FCA's ownwebsite, The Money Advice Service, for more details on this and other money matters click here.

Please download and read the following documents, most of which we have provided in Adobe Acrobat format.

 

 

Terms and Conditions of Business

Terms and Conditions of Business

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PFSCII

Money Matters is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 521396 http://www.fca.org.uk/register.

Money Matters Registered Address: Capital House, 1-2 Dalaro Court, Kirkleatham Business Park, Redcar, Cleveland, TS10 5RT. Registered in England & Wales, No. 07151363.

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

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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