77 High Street
We take pride in providing our clients with a discreet and confidential service.
All information given will be treated in the strictest confidence and will not be divulged to third parties.
When you contact us we will ask you to complete a financial information questionnaire.
The questionnaire has been specifically designed to only ask questions relevant to the kind of advice you wish to obtain. In other words, the form gives you options as to how much detailed information you wish to give us. We appreciate that some investment clients may not wish to fully disclose their overall financial situation.
Nevertheless, we will obviously need to satisfy all applicable Money Laundering requirements that have to be formally documented under current legislation.