For truly independent financial advice

Call us on 01548 830111
or email us at


Kelly Financial Management

The Barnhay
Ludbrook Manor
Ermington
Devon
PL21 0LJ

T: 01548 830111

F: 01548 830584

E: eamonn@kfms.co.uk

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

Key Facts about our services and costs

This document lays out the key facts about our services and costs; however we will discuss your preferences as to how we are paid when you ask us for advice.

PDF

Client Agreement, incorporating our Terms of Business

This document details our latest Client Agreement letter and terms of business.

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

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    Kelly Financial Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 164912