Terms of Engagement

During our initial meeting, we will outline the services we provide, what you can expect from us going forward and the structure of our fees for the services that we provide.

We will review all the information from your initial questionnaire including your current circumstances, your individual planning objectives, your appetite for risk and your capacity for loss (the ability to absorb falls in the value of your investment and whether the loss of capital would have a detrimental effect on your standard of living).

We will then provide you with detailed recommendations to ensure you achieve your desired goals.

Investax remains compliant and adheres to the rules and regulations laid down by the Financial Conduct Authority (FCA). We will provide the best advice possible to all our clients and the solutions we provide them with will remain appropriate and tax efficient at all times.