Genuinely independent,
financial advice

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.

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

Client Agreement

This is our standard Client Agreement which sets 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 this document before engaging our services.

Mortgage Questionnaire

Mortgage and financial information required for product finding.

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.

Trafalgar Mortgage & Financial Services is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Services Authority.

The Financial Services Authority does not regulate National Savings, fixed interest securities, equities, property, staff benefits, loans, or some forms of mortgage, offshore products or tax planning. FSA Registration No: 446398