How We Are Paid

For Investments and Retirement Planning – as fee based Independent Financial Planners you can be sure that you will receive unbiased advice best suited for your needs and circumstances. Our fees are based on a percentage of funds invested for both initial and ongoing services, these fees can either be taken from your investments or paid directly. We also have a tariff of fixed fee projects and are able to undertake work on a time costed basis should this be required.

For insurance and protection services we do not charge a fee. We will be paid by commission from the lender.

For mortgage services we charge a fixed fee, payable at the point of application for your mortgage. We will also be paid by commission from the lender.

Want to know more?

Call us for a friendly chat on 01992 500 800 or email: