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Documents for download
Documents for download

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

Document Name

Description

PDF

Terms of Business

PDF

Guide to Our Services - Wealth Management

Wealth Management - Wealth Management

PDF

Guide to Our Services - Financial Adviser

Financial Adviser - One off advice

PDF

Guide to Our Services - Financial Planner

Financal Planner - Continious Advice

PDF

Data Protection Statement

PDF

Private client payment options

This document explains how we can be paid

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.



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

Chadwicks Limited is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150427.

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.