This document sets out the basis on which we will conduct Mortgage & Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has been designed to be given to consumers considering buying certain financial products or seeking financial advice. It explains the service being offered and how you will pay for it.
Page 3 details our Mortgage Advice Process, which is broken down into 3 distinct stages.
Page 4 details how we are paid for Mortgage & Protection advice. You can choose to pay your adviser by a fee, by commission or by a combination of fee and commission. No charges will be made until it has been agreed with you.