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Service Agreements & Other Documents

Key Facts About Our Services
Client Agreement
Light Touch Ongoing Service Proposition
Standard Ongoing Service Proposition
Bespoke Ongoing Service Proposition
Fee Agreement
Data Protection Statement
Letter of Authority
What Do I Own and Where Do I Keep It?
A helpful aide memoir
Tax Tables 2023-24
Policy Agency Change Letter
Pensions Freedom Advice
KRD Financial Advisers Ltd is registered in England & Wales no. 5595319. Registered Office at 95 Dixons Green, Dudley, West Midlands, DY2 7DJ. KRD Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority no. 456629. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

All calls are recorded for training and monitoring purposes to ensure that regulatory standards are met and to evidence any business transaction that may take place.

Where you have a complaint or dispute with us, and we are unable to resolve this to your satisfaction, then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk
Copyright © 2025 KRD Financial Advisers Ltd