Creative Financial

Legal Information


Our Client Agreement and Key Facts about our services and costs will 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. This will normally take place at the first meeting.

The FCA do stipulate that certain information about our mortgage service is to be provided to the client prior to business being transacted. See below:

Please download and read the following document which are provided in Adobe Acrobat format.


PDF Mortgage and General Insurance Disclosure Information about our mortgage and general insurance services and costs.
PDF Investment Services Disclosure Information about investment services and costs.
PDF Equity Release Disclosure Key Facts about our equity release services and costs.


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

PDF