Disclosure Statement

In compliance with the provisions of the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010 you are entitled to request an adviser's Primary and Secondary Disclosure Statements free of charge. The disclosure statements provide you with information and answers to the following questions:

  • the services provided;

  • how the Lyfords group of companies operate;

  • qualifications of our investment advisers;

  • what investment products are sold;

  • which financial organisations business can be placed with;

  • how Lyfords and its advisers are remunerated.

 

Click here to request our Disclosure Statement

Our Disclosure Statement is also sent out when you request an information pack.

 

Code of Professional Conduct for Authorised Financial Advisers