You should use the information provided within this document to decide if our services are right for you.
WHAT TYPE OF SERVICE WILL WE PROVIDE YOU WITH?
Restricted Advice – We will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products from a limited number of companies. You may ask us for a list of the companies and products we offer advice on.
WHAT WILL YOU HAVE TO PAY US FOR OUR INVESTMENT SERVICES?
You will pay for our services on the basis of an adviser charge.
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.
We will discuss with you the basis of our charges, based on the types(s) of work we are asked to undertake for you.
We will discuss with you when you will have to pay our charges, both initial and ongoing.