Fees and Service Terms

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. To access the FCA’s own website, The Money Advice Service, for more details on this and other money matters.

VISIT THE MONEY ADVICE SERVICE

Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:

VISIT THE FINANCIAL OMBUDSMAN SERVICE

Please download and read the following documents which are provided in Adobe Acrobat format.
Guide to our services – designated investment/pension business- click below

CLICK HERE

This document provides information about our investment services. It shows our typical terms and conditions; however, we will discuss your preferences such as how we are paid when you ask us for our advice.

Buy to Let mortgages and Equity Release

BUY TO LET INFORMATION  EQUITY RELEASE INFORMATION

This document sets out the key facts about our services for mortgages and insurance.
Mortgage disclosure – click below

CLICK HERE

This is our standard up to date Data Privacy Notice.

CLICK HERE

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

*You are about to leave the website of Cherwell Financial Services and view the content of an external website. Cherwell Financial Services cannot be held responsible for the content of external websites.

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