This document sets out the basis on which we will conduct Investment, Pension and 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 4 details our Financial Advice Process, which is broken down into 4 distinct stages.
Page 6 details our typical charges, however these can vary depending on the type of work we are carrying out, the level of work involved in the advice and the level of funds we are advising on. A full and transparent fee agreement will be produced and agreed with you, before we carry out any chargeable work.