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 Money Advice Service for more details on this and other money matters click here.
|Key Facts||This document contains essential initial information for anyone seeking financial-planning advice from Anderson Ross Independent Financial Planners.|
|Terms of Business||This document relates to our accounting work which is regulated through Certified Public Accountants Association.|
Anderson Ross Financial Services Data Protection Policy
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
Anderson Ross is more than just a financial and accounting firm. We have the knowledge and experience to make your life simpler by educating you about your alternatives, relieving the burden of tax assessments, and providing you the flexibility to do what you do best, whatever that is.
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We provide you with a tax-effective solution that allows you to be as creative as possible.
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