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"Creating and Preserving Wealth"

Initial Disclosure Document

Key facts

1. The Financial Services Authority (FSA)
The FSA is the independent watchdog that regulates financial services. It requires us to give you this document. Use this information to decide if our services are right for you.

2. Whose products do we offer?
Investment

tick We offer products from the whole market.
cross We only offer products from a limited number of companies.
Ask us for a list of the companies and products we offer.
cross We only offer products from a single group of companies

Insurance

tick We offer products from a range of insurers for level term assurance, family income benefit and other pure protection contracts.
cross We only offer products from a limited number of insurers.
Ask us for a list of the insurers we offer insurance from.
cross We can only offer a product[s] from a single insurer for non-investment insurance contracts [or]. We only offer our own products for non-investment insurance contracts.

3. Which service will we provide you with?
Investment

tick We will advise and make a recommendation for you after we have assessed your needs.
cross You will not receive advice or a recommendation from us. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.
cross We will provide basic advice on a limited range of stakeholder products and in order to do this we will ask some questions about your income, savings and other circumstances but we will not:
  • Conduct a full assessment of your needs.
  •  Offer advice on whether a non-stakeholder product may be more suitable.

Insurance

tick We will advise and make a recommendation for you after we have assessed your needs for level term assurance, family income benefit, and other pure protection contracts.
cross You will not receive advice or a recommendation from us for level term assurance, family income benefit and other pure protection contracts. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.
cross We only offer products from a single insurer.

4. What will you have to pay us for our services?
Investment

tick We will tell you how we get paid, and the amount, before we carry out any business for you.
cross Before we provide you with advice, we will give you our keyfacts guide 'about the cost of our services'.

Insurance

tick A fee maybe payable for advising on or arranging a non-investment insurance/ pure protection contract as described in 3 above.
cross No fee will be charged for advising on or arranging non-investment insurance contracts.

You will receive a quotation which will tell you about any other fees relating to any particular insurance policy.

5. Are we covered by the Financial Services Compensation Scheme (FSCS)?
We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Investment
Most types of investment business are covered for 100% of the first £30,000 and 90% of the next £20,000 so the maximum compensation is £48,000.

Insurance
Insurance advising and arranging is covered for 100% of the first £2,000 and 90% of the remainder of the claim, without any upper limit.

Real  Benefits™ Thoroughbred
   Wealth Management™ 		Forthcoming Events

- is a unique flexible employee benefits communication and management tool that will help your employees realise the value of their company benefits. It includes a highly secure internet based system that aggregates information from all of your company benefit providers, payroll systems and HR systems and then communicates with and educates your employees through customisable web pages.

- is a comprehensive service, designed to assist our clients in the creation and preservation of their wealth. The service is individual, personalised, and bespoke for each client, and works for and with individuals, companies, pension schemes and trusts. It is a focused approach to the management of our clients’ wealth.

- we run many seminars and workshops throughout the year, either at our own offices, at The Jockey Club in Newmarket, with carefully selected third parties or in a roadshow format at a location chosen for it’s ease of access and proximity to as many clients and like minded companies as possible. Please follow this link to see our current programme of events, and/or to book your attendance.

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Atkinson Bolton Consulting Ltd, is authorised and regulated by the Financial Services Authority and

is registered in England at Cheveley House, Fordham Road, Newmarket, Suffolk CB8 7XN, registration number 4127134 and VAT number 765637296.

Terms of Business


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