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Address: 11 New Buildings, Hinckley, LE10 1HN
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Telephone: 01455 619888
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Fax: 01455 614002
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP, FPC1, FPC2
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Address: 41 Windrush Drive, Hinckley, LE10 0NY
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Telephone: 08452 260230
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Fax: 08712 420751
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC3
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Address: 90 Castle Street, Hinckley, LE10 1DD
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Telephone: 01455 611999
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Fax: 01455 612229
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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Address: Atkins Building, Lower Bond Street, Hinckley, LE10 1QU
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Telephone: 01455 636163
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Fax: 01455 617079
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Charging Structure:
We work on a fee and/or commission basis to suit individual client requirements and preferences.
Fees and charges will be discussed at the initial meeting and agreed before any billable work is carried out. We have a detailed client & service agreement which will ensure that there is no misunderstanding on how we will be paid for our service and how much the service will cost.
Where work is agreed on an hourly rate basis, our rates vary between &£163;40 and &£163;150 per hour depending on the type of work that is being carried out.
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Business Areas: Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: DipPFS, FPC1, FPC2, FPC3
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Address: 83a Mount Road, Hinckley, LE10 1AE
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Telephone: 08449 395912
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Fax: 08889 395913
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Charging Structure: FINANCIAL PLANNING FEE AGREEMENT
This fee agreement is supplemental to the Client Agreement
This agreement is made between the following parties:-
(¿The Firm¿)
¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿
AND
(¿Client¿)
¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿
(¿ Client¿)
¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿
Whereby it is agreed that:-
1. The Client agrees to engage on his/her/their behalf for the purpose(s) of < insert description of the work that will be undertaken in plain English> .
2. The Client agrees to pay a flat fee of £¿ to the Firm for the work described above.
3. {See Notes}
4. The fee will become payable upon .
5. In the event of late payment of the fees invoiced to the Client, the Firm reserves the right to charge the Client interest in respect of any sum due under this agreement at a rate of < Insert a reasonable rate ¿ normally 2% per annum above the base rate of a high street bank> from the due date.
6. This Agreement will be governed by English Law and the parties hereby submit to the exclusive jurisdiction of the English Courts.
7. This is our standard fee agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information
¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿¿.. Date ¿/¿/¿
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CeMAP, CertPFS, FPC1, FPC2, FPC3
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