Chartered Financial Planners

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or email us at


Anderson, Brown & Gollogly Financial Services Ltd

Victoria House
7 Victoria Square
Whitby
North Yorkshire
YO21 1EA

T: 01947 600057

F: 01947 600323

E: info@abgifa.co.uk

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Disclaimer

Documents for download

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.

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About us - Investment, Pensions and Insurance

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About us - Investment, Pensions, Home Finance Products (not including Equity Release) and Insurance

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About us - Home Finance Products (not including Equity Release) and Insurance

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About us - Lifetime Mortgages and Home Reversionary Plans Only

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Our Service Categories

This document provides you with the different levels of service that we can offer you.

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How we work - Fee Menu - Pension, Savings and Investments

This document provides you with the fees for each level of service provided.

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How we work - Fee Menu - Mortgages

This document provides you with the fees for each level of service provided

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Existing Plan Review Service

This document shows you what is involved in reviewing a plan.

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Client Agreement and Fee Menu

This document provides you with the details of the service we are able to offer and the cost of this service.

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User Terms

Our User Terms

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.

Anderson, Brown & Gollogly Financial Services Ltd is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 192638