Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

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Please download and read the following documents which are provided in Adobe Acrobat format.

Statehouse - Terms of Business

The Terms of Business letter for Statehouse Financial Management Ltd

Statehouse - Key Facts about our Services and Costs

This document sets out the key facts about the Statehouse Financial Management Ltd services and costs.

David Zerfahs and Associates - Terms of Business

The Terms of Business letter for David Zerfahs and Associates

David Zerfahs and Associates - Key Facts about our Services and Costs

This document sets out the key facts about the David Zerfahs and Associates services and costs.

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Statehouse Financial Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 401761

David Zerfahs & Associates is an Appointed Representative of Statehouse Financial Management Limited, which is authorised and regulated by the FSA.

Statehouse Financial Management Limited
Registered Address:
1 Stanton Court, South Marston Park, Swindon, Wiltshire, SN3 4YH
Registered in England, No. 04901332