Downloads

Please find below, for your reference, some of the key documents being used with clients.

Service
Proposition

Details of the services we provide

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Client
Agreement

Our terms of business

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Investment
Philosophy

How we will protect and enhance your wealth

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Letter of
Authority

Permits us to obtain your policy information

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Investment Log-in

Access to online valuations and portfolio information for existing clients.

Partners' Services

We work closely with the following firms whose range of professional services compliment ours.

Mortgages

Mortgage ID are whole-of-market, independent mortgage brokers to whom we refer our clients for mortgage advice, including identifying the best mortgage deals, re-mortgaging, and further advances.

Legal Services

Peter Williams & Co. are a long-established and well-respected firm of solicitors, based in Swansea. They specialise in Wills & probate, property, family law, personal injury and dispute resolution.

General Insurance

Murton Alexander has been serving the general insurance needs of the community since 1972, offering advice in all aspects of household, commercial, fleet, buy-to-let, car and travel insurance.