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.

PDF

Client Agreement

Our Client Agreement letter
PDF

Key facts about our services and costs

This 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

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:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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 LighthouseXpress Limited which is authorised and regulated by the Financial Services Authority. LighthouseXpress Limited, Rydon House, Pynes Hill, Exeter, EX2 5AZ.

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