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Ifa Fee Agreement

We always offer a free first appointment to assess your needs and guide you through our competitive pricing structure. Using the services of an independent financial advisor can not only offer you some of the best investments on the market, but also save you money for fees compared to banks and mortgage companies. There are no hidden fees in our pricing structure, as we strongly believe in treating our customers fairly and we present all our fees in advance in our pricing agreement. We give all our clients a copy of this fee agreement for their personal documents. We offer a complete charging service associated with investment and pensions and can work with hourly rates or fixed fees depending on the type of advice required. We are members of the Whitechurch Network, which offers us professional liability insurance covering all consultations related to investments, pensions and life insurance. Our network provider also carries out regular checks to ensure that we comply with the rules of the ACF. All our advice is also covered by the Financial Services Compensation Scheme (FSCS), which is the same protection provided to deposit accounts through banks and mortgage companies, although different compensation rates may apply. Please feel free to ask for details.. . .

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