Our charges

Our independent financial advice charges

There are five stages to our advice service, which includes thorough research analysis and reports, implementation of our advice and also regular reviews. There is a cost involved but the cost reflects the amount of effort and quality of work that goes into the service that we provide. The initial consultation is worth £200, however we provide this without charge.

We are always fair and open, we will discuss payment options with you and will not charge you anything until you agree how to pay us. The fees for each stage will then be confirmed in writing in a Service Level Agreement.

If you wish to know more details about each stage and how much they cost, you can find out more information in Our Advice Service document. Please also read the Our Mortgage Service document, if appropriate.

 

Our quote comparison charges

For this service your Personal Finance Executive will find out your requirements, gather quotes and present you with the findings so you can make an informed decision. You do not pay us directly for this service, instead we receive payment in the form of commission from the product provider. This commission is taken from the premiums paid on the product, if you choose to go ahead with an application. 

Any commission we earn will be clearly disclosed to you in your illustration.

 

To find out more about our charges, please call us today.