VouchedFor rating and reviews for Peter Lee, IFA PLYMOUTH

01752 500909

Financial Adviser Services

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.

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


Independent Financial Advice


PDF Client Agreement Document We will ask you to agree and sign this document before you engage our services

PDF Schedule of Services The following document sets out the Key facts about our services and costs. 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.

PDF Terms of Business The following document sets out our Terms of Business.



Independent (Non Mortgage)


PDF Client Agreement Document We will ask you to agree and sign this document before you engage our services

PDF Schedule of Services The following document sets out the Key facts about our services and costs. 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.

PDF Terms of Business The following document sets out our Terms of Business.


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

PDF