Level of Service
Your first meeting is without cost or obligation, it will allow us to fully describe the financial planning process and how it will benefit you. In order that we can offer a solution to your need we need to be able to fully understand your current situation, and your aspirations for the future. This way the advice you receive will be specific to you and your requirements. We offer a choice between "Commission" and "Fee based" remuneration
We are appointed
representatives of Sesame Limited, and enjoy the benefits of being able to use their services.
Their dedicated
research teams are constantly reviewing the available
products within the marketplace to ensure we are
offering you the best possible solution to your needs, In Real Time.......!
Mortgages
We offer a "Full advice and recommendation service" in all cases. This way you can be sure that you are making an informed decision, based on the advice you have received. Having discussed your requirements we will research the whole market using independent software to find you a suitable product, again we can offer you a choice between fee or commission or a mixture of both.
Your Home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid: pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender. Minimum remuneration £500
General Insurance
For protection policies we offer products from a range of insurers for term assurance, critical illness, income protection and private medical insurance. For buildings and contents insurance, and accident, sickness & unemployment protection we usually offer products from a selected panel of providers, although we consider their products to be comprehensive at a competitive cost
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