2022-03-22 GDD
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Contents<br />
Page<br />
Purpose of this document ................................................................................... 3<br />
Who are we? ........................................................................................................ 4<br />
Where are we based? .......................................................................................... 5<br />
Who owns and controls us? ................................................................................ 8<br />
Our approach to advice ....................................................................................... 9<br />
How big are we? ................................................................................................ 10<br />
What financial matters do we advise on? ......................................................... 11<br />
Our advice process ............................................................................................ 12<br />
What if something goes wrong?........................................................................ 14<br />
Your personal data and privacy ......................................................................... 16<br />
How we are paid ................................................................................................ 19<br />
How much do our services cost? ....................................................................... 20<br />
Our customer proposition for ‘Investment Portfolios’ ..................................... 21<br />
Our customer proposition for ‘Single Investments’ .......................................... 23<br />
Our customer proposition for ‘Pension Transfers’ ............................................ 25<br />
Our customer proposition for ‘Pension Planning’ ............................................. 27<br />
Our customer proposition for ‘Personal Protection’ ........................................ 30<br />
Our customer proposition for ‘Estate Planning’ ............................................... 32<br />
Our customer proposition for ‘Hourly Charged Advice’ ................................... 34<br />
Page 2 of 34 General Disclosure Document 23/3/<strong>20<strong>22</strong></strong>
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