01752 341989

mike@trafalgarmortgage.co.uk
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Legal Information

To make sure that the relationship between the client and the firm is clear the Financial Conduct Authority stipulate that certain information is to be provided to the client prior to business being transacted.

Our client agreements set out the Key facts about our services and charges. It 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. We will also ask you to agree and sign the relevant client agreement document before engaging our services.



PDF Guide to our Services This is our Guide to our Services document.

   
PDF Guide to our Mortgage and Protection Services This is our Guide to our Mortgage and Protection Services document.

   
PDF Privacy Notice This is our Privacy Notice.
   
PDF Verbal Consent Privacy This is our Verbal Consent to Privacy document.

   
PDF Authority to Proceed This is our Authority to Proceed document.
   
PDF Terms of Business This is our Terms of Business document.

   

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    Trafalgar Mortgages & Financial Services is an appointed representative of Quilter Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

    The Financial Conduct Authority does not regulate on the following: taxation advice, trusts, will writing, commercial, some buy to let mortgages, employee benefits and conveyancing.

    The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

    This website is designed to provide you with general information only and does not attempt to give you advice on any particular mortgage/protection plan or to recommend any particular mortgage/protection plan to you.

    Please read our Privacy Notice before contacting us.

    Neither Trafalgar Mortgage & Financial Services nor Quilter Financial Planning is responsible for the accuracy of the information contained within the linked site(s) accessible from this page.

    IFA Web Pro ©