The Red Tape
Like anything to do with money, there is always some red tape!
We would love to say our clients never have to fill in a form or look through some paperwork, but that simply wouldn't be true. What we can promise, is that we will do everything possible to minimise the paperwork, and work together to kill as few trees as possible!
Below you will find documents we use often, and materials that may be of interest, and if there is something missing then please let us know!
Caboodle's Financial Services Guide - fancy words for some detailed information about how we are accredited as financial planners and the way in which we relate to our clients. This document also include’s Caboodle’s Complaint Policy.
