Downloads

This page contains useful documents which may help you in your dealings with us. Simply click on the links to open the documents in Adobe Reader, or right click and choose 'Save link as...' to download them to your computer.

You will need the free Adobe Reader software to view these documents. Chances are you'll already have it, but if not, click here to download it for free.

Who we are and how we work

This important document contains our Terms of Business, our charging structure and important details about the way we work and how we are regulated. Click here to open - (PDF 1.7Mb)

Introducing MyPLAN

This document provides an outline of our four-stage financial planning process, MyPLAN. Click here to open - (PDF 384Kb)

Directions to our office

Simple to follow instructions for getting to our offices in Penzance. Click here to open - (PDF 159Kb)