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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 Conduct 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.

PDF Client Agreement  
PDF Valued Service Proposition  

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

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

 

 

Oakhouse Financial Services is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 543221 http://www.fca.org.uk/register.

Oakhouse Financial Services Registered Address: 1-4 London Road Spalding PE11 2TA. Registered in England & Wales, No. 06438931.

Neither Oakhouse Financial Services 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.

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

Oakhouse Financial Services © 2020