Terms Of Business

These are set out in full in our Client Agreement. Copies are available on request.

As a leading fee based financial planner we charge fair and transparent fees, similar to other professional advisers such as lawyers and accountants. We do not earn commissions, either initial or trail, from selling products if the fee option is the preferred route and so clients can be assured that all advice is given solely in their best interests.

An initial discussion with Forbes Lawson, where our costs in facilitating such a discussion are met by us, will determine the most appropriate route for our clients with no charges accruing until you have agreed this with us.

The benefits of our planning advice far outweigh the cost.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.