Book An Appointment
Whose Products & What Services Do We Offer?
We offer advice and information based upon a whole of UK market analysis.
We will analyse all of your cash savings plans, work with you to work out how much you need to access and when and then provide you with a report that details where you can get the best rates and how to apply for them to optimise your returns from deposit accounts.
What Will You Have To Pay For This Service?
We will advise and make a recommendation for you only after we have assessed your needs.
A fee of £250 is payable for producing a report designed to optimise and maximise the return from your deposit savings accounts. Implementation of the plan will be your responsibility.
If we are providing you with ongoing advice concerning pensions or investments we will provide this service on request for free so long as it is provisioned at the same time as the other service or review is being provided.
When & How Will You Have To Pay For This Service?
This fee will become payable when the service is delivered
Payment can be made by
- Bank Transfer
- Cheque
- Direct Debit