Legal Information

The FSA 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.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

Our Client Agreement 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.

Data Protection Statement

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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Williams Financial Planning Limited is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150427.