Pembroke Wealth Management: 
our retail client agreement
The FSA require that certain information be provided to clients prior to business being transacted so that the realtionship between the client and the advising firm is clearly stated and understood.
Please find below details of all of our compliance documentation. All the appropriate documentation will be given to you at our face to face meeting, but the links below will allow you to view them in advance if required.
The following document sets out our Client Agreement. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.