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For your own benefit and protection, you should read these terms carefully.  If you do not understand any point please ask for further information. Terms highlighted in italics are explained in the Glossary.


To ensure you benefit from the highest level of regulatory protection, we will treat you as a Retail Client for investment advice or a Consumer for protection advice, unless you ask us not to.


Page Russell Ltd is a limited liability company registered in England, registration number 3721291.

Before we start working for you we will agree the scope of work in a separate Client Agreement.

We are independently owned and provide independent financial advice.

Our services are paid for almost exclusively by adviser charges, some of which may be subject to VAT.

You may have to pay other costs, such as taxes, which are not paid or imposed via Page Russell Ltd, because of receiving our services.  Because these costs can depend on the performance of an investment, or are subject to change by Government legislation, we may not be able to quantify these costs in advance.

We do not handle client money.  This means we cannot accept a cheque made out to Page Russell Ltd (unless it is to pay an Adviser Charge) or handle cash.

If we find out that our interests (or those of one of our other clients) conflict with your interests, we will write to you and obtain your consent before we carry out your instructions, and detail the steps we will take to ensure fair treatment.

We provide our advice based on the information supplied by you, product providers or other third parties.  If you apply for an insurance policy, it is vital you disclose all material facts.