How we are paid:
Our aim is to provide clear and fair charges to enable you to see clearly what you are paying us for. We agree all of our charges in advance so that you don’t get any nasty surprises and we can be assured that we’ll be paid fairly for our work.
An initial charge is payable upon completion of our advice. If our advice results in us arranging products on your behalf we’ll take the initial charge as a % of the value of your investment. If not, we’ll send you an invoice and you can pay us directly from your bank account.
In the case of protection policies we might receive a commission payment directly from a product provider. We will always disclose the amount of commission payable before we arrange a product on your behalf.