Terms & Conditions

Listed below are Terms and conditions relating to areas of financial advice provided by PN Dales.

Click on each link to download the relevant file (some are in pdf format, some are word files / forms)

Offline - With Advice

Key Facts - Financial Advice, Investments, Pensions, Life Assurance and Mortgages.

Online - Without Advice

Key Facts - Online Only

PNDALES LTD is Authorised and Regulated by the Financial Services Authority - Our FSA number is: 496107. P.N.DALES LTD is registered in England & Wales No. 6771396. The Guidance and/or advice within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. A typical fee for mortgage advice is £300, the precise amount will depend upon your circumstances and can be up to 1% of the mortgage amount. However, we will discuss your payment options with you and confirm the actual amount payable before we begin to provide our services. To visit the FSA consumer website - Money Made Clear, please click here. To verify our status with the FSA, click here and key in our FSA number: 496107. PN Dales Ltd cannot be held responsible for the content of any external web sites.