How are we paid?
Because we’re independent, we’re completely unbiased when it comes to the products and services we recommend.
Pricing that’s clear and fair
Whichever service you decide to go with, you can be sure our only interest is in supporting your financial future.
Mortgages
When it comes to finding you the best mortgage for your home, we’re paid a fee by you and a commission by the lender. Here’s a quick look at some of the fees you’ll pay for our mortgage services.
| New clients: | £375 |
| Returning clients: | £275 |
| Buy-to-let: | £375 |
| Clients who need help with debt consolidation: | £499 |
| Clients who need help with adverse credit: | £575 |
| Bridging loans: | £575 |
| Clients taking out lifetime mortgages: | £749 |
| Product transfers: | This one’s free, we won’t charge you a penny |
Commission is paid to us by the lender and is specific to that lender, the loan amount and product you choose. All commission is disclosed before you apply and is only paid once the mortgage completes.
Investments
When it comes to investment reviews, our fees are very simple:
| Individual financial review of 1 to 2 pots: | £395 |
| Individual financial review of 3 to 5 pots: | £495 |
| Individual financial review of 6 or more pots: | £595 |
| Joint or couples review with 1 to 2 pots per person: | £595 |
Our typical fees for arranging an investment or pension on your behalf are set out in our Client Agreement & Service Proposition, which we’re happy to provide on request.
If you opt for one of our ongoing service packages, the cost will depend on your individual situation. In other words, you’ll only pay for the actual work we carry out for you. Better still, our ongoing service can be cancelled anytime. No ifs, buts, or hard feelings.
Book your free consultation today
Call 01744 885555 and tell us what you’re looking to achieve. We’ll then identify and research the best solutions for you. There’s no obligation to invest, buy or even proceed with us, so why not talk to us today?
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