Downloads & Literature

Below you can find a collection of documents available to download.

Service Charter

This agreement sets out the terms under which we’ll provide our services to you, so it’s important that you read it fully. If there’s something you don’t understand please ask us to explain it.

How We Charge

A summary document that contains all the information about how we charge for services.

Letter of Authority – Client Authorisation

Attitude to Risk Questionnaire

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Prism Wealth Management - Hertford
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