We conduct ourselves ethically and professionally in every aspect of our work and adhere strictly to the guidelines set out in the Financial Services Guide.
This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service.
You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
- Financial Services Guide
- Supplementary Financial Services Guide. This should be read in conjunction with the first Financial Services Guide.
The Financial Services Guide is in PDF format. PDFs can be opened using Adobe Acrobat Reader. If you do not have Acrobat installed, you can download Acrobat by clicking on the download link: Download.