Financial Services & Credit Guide

This guide explains the financial planning services we provide, as well as giving you important information that will help you decide if you want to use any of these services. It explains who we are and:

  • Hillross, the company that authorises us to provide our services
  • the services we provide
  • how we deal with a complaint if you are unhappy with our services
  • how we and Hillross are paid
  • Hillross’ relationships with others
  • relationships that could influence the advice we give you
  • where to get details on Hillross’ privacy policy

View our Financial Services & Credit Guide

View our Client Acknowledgement Terms & Conditions