How we are paid
On receiving an enquiry we invite a prospective client to attend a preliminary meeting, at a time and place to suit them. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective clients needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.
You will pay for our services on the basis of a combination of commission, and/or a fee. We will discuss your payment options with you and answer any questions you have.
Commission is paid to a firm by a provider, usually an insurance company or an investment house for the successful placing of business. The commission is included within the providers normal product charges. The amount of commission is based on a percentage of the premiums payable or sums invested.
Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior agreement in writing.
For a full explaination of our charging structure, please click on legal information, and select "Keyfacts about out services"