About Us

Paying for our Services

Providers must not pay us commission for new investment business.

Instead, we will agree an advice charge with you, and give you a fair estimate of the total cost of our advice and mediation services before doing any chargeable work.

You may choose to pay us directly, or you can authorise the provider to take the payment from your investment and pay us on your behalf.  This option may limit the amount you can withdraw from certain types of investment, such as investment bonds, but we will always warn you of any such restriction.

For non-investment business such as life assurance, payment by commission is still the industry norm.  However, we can waive our commission and agree an advice fee if you prefer.