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Legal Information

The FSA 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 Services Authority. To access the FSA's own moneymadeclear website click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

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Key Facts about our services and costs

This document has been designed by the FSA tobe given to consumers considering buying certain financial products. You need to read this important document. Itexplains the service you are being offered and how you will pay for it.

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Agency Transfer Authority form

A New Client Notification & Agency Change Authority form

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Asset Wise Associates Ltd is an appointed representative of Caliber Financial Associates Ltd, who are authorised and regulated by the Financial Services Authority.

financial advice, financial advice Aylesbury, Asset Wise Associates Ltd, IFA, Independent Financial Adviser, financial planning, personal financial advice, retirement planning, tax-effective advice, life assurance, retirement advice, investment advice, taxation advice, health insurance, corporate advice, Aylesbury, Buckinghamshire, UK