Independent Financial Advisers Lytham St Annes, Lancashire
On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.
If you ask us to arrange a mortgage for you we may charge a fee of £250 but if this is the case it will be agreed with you in advance.