Key Investor Information Documents

Key Investor Documents (KIIDs)

It is important that you read the Key Investor Information Documents (KIIDs) before investing.  They provide a summary of the key information relating to individual funds, including the associated risks, benefits and objectives of the investment.  They have a standard format so it’s easier to compare different funds and they’ll be updated regularly.

Please click on one of the links below to obtain the latest Fund Key Information currently available.

01279 755 950

Core Financial Life Planning elements can be separated into the key areas where clients prefer standalone specific targeted advice. These include:-

We try to take away the hassle and we aim to make you financially organised.