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Address: Barn Studios, Gaterounds Farm, Parkgate Road, Newdigate, Dorking, RH5 5AJ
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Telephone: 01306 631950
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Fax: 01306 631850
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Business Areas: Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 28 Marlborough Hill, Dorking, RH4 2DD
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Telephone: 020 8938 3077
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Fax: 01306 400007
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Charging Structure: You can pay for our services by either fee, commission (or product charges) or a combination of fee and commission (through product charges). We will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.
Advisory fees are directly related to the type of work undertaken and reflect the degree of experience and skill involved as well as the complexity and urgency of a particular case.
We will agree a fixed fee with you prior to commencing any work.
For work involving more detailed advice and/or services we will endeavour to agree an hourly rate based on a reasonable estimate of the time involved, the complexity of the assignment and the degree of specialisation required to deliver the advice and/or services to a proper professional standard. If possible, we will specify the total amount of fees for which you will be liable.
If you decide to opt for the 'fee paying route', you will pay us a fee for our advice and services whether or not you decide to choose a product. If we also receive commission for the product provider when you buy a product we will pass on or offset the full value of that commission to you in one or more ways. For example, we could reduce our fee or reduce your product charges or increase your investment amount or refund the commission to you.
Our typical charges are:
Partner/Financial Adviser £150 per hour
Administration £100 per hour
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Business Areas: Commercial Mortgages, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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