Independent Financial Advice
As Independent Financial Advisers we act for YOU and are
able to search the whole of the market on your behalf for the most
suitable, Insurance, Investment, Pension or Mortgage.
We DO NOT charge fees for mortgage work as we get paid
by the lender.
We can work on a Commission basis or Fee basis, if
you opt to pay fees we can charge you on an hourly rate or agree a fixed fee
scale at the outset.
If you opt for commission based advice we may
negotiate commission terms with a product provider to enhance product
terms for you.
Fee or Commission based advice? You may not have
strong views either way but our initial discussion is FREE so we can
decide together which is best for you.
Client
Agreement
A copy of our Client
Agreement is available here for you to
download and
keep for you records
Keyfacts-Initial Disclosure Document
A copy of our
Keyfacts-Initial Disclosure Document
is available
here for you to download and keep for you records
BTL
Term
of Business
A copy of our
BTL Terms of Business is available here for you to
download and
keep for you records
Contact Us
for help |
