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Terms of Business

Terms of Business

Our Client Agreement and Service Proposition documents will be provided to you prior to business being transacted so that the relationship between yourself and the firm is clearly stated and understood.

This will normally take place at the first meeting.

PFD Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.
The Financial Conduct Authority does not regulate Inheritance Tax Planning

Please read our Privacy Notice before contacting us

01959 701704  9am - 5pm, Mon-Fri

admin@pfdfinancial.com

Registered address: 36/38 Westbourne Grove,
Newton Road,
London W2 5SH.

Registered in England & Wales number 2643257.