01273765960 mail@nlfm.co.uk

Legal statement

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 Conducts Authority (FCA).

To access the FCA's own website, 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.

Client Agreement

The following document sets out our Client Agreement. This 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.

Keyfacts About our Services and Costs 

The following document sets out the Key facts about our Services. This 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.

 

Chartered Financial Planner | North Laine Financial Management Limited | Brighton

This is the industry’s gold standard for firms of financial planners. When you use a Chartered firm you are dealing with proven professionals. 
Only the UK’s premier financial planning firms qualify for Chartered status. 

North Laine Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 446522 http://www.fca.org.uk/register.

North Laine Financial Management Ltd Registered Address: West Wing, 47 Old Steine, Brighton, BN1 1NW. Registered in England & Wales, No. 5072423.

Neither North Laine Financial Management Ltd 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 Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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.