The FCA requires that certain information 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.
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This document contains essential initial information for anyone seeking financial-planning advice from Anderson Ross Independent Financial Planners.
This document relates to our accounting work which is regulated through Certified Public Accountants Association.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk