Ungaro&Co

Disclosure Document

We follow a needs based, relationship driven process and there are a few things you need to know about how we work:

• We follow a process that ensures the advice we provide is specific to your needs.
• We are authorised under current legislation to give advice on residential lending and also insurance products like life and health insurance. We are not authorised to give advice on investments or house, contents or car insurance.
• Ungaro & Co Ltd is a registered  financial adviser under current legislation. The advisers within this business are either registered financial advisers, or QFE financial advisers - appropriate disclosure will be provided in the course of business to ensure transparency at all times.

To request a copy of the disclosure document, please contact the adviser directly.

We provide future advice for the future you – Understanding your needs and goals are very important to us.