* additional fees apply
Our 'Going it Alone' package is hands-on support for those embarking on the directly authorised journey. It covers advice, support, guidance, tools and practical help, to ensure you have everything you need to make your important decisions and get up and running as efficiently as possible.
Our file checks fall under three categories.
such as new investment, protection, mortgage cases
such as replacement business (pensions or investments)
such as financial planning or checks incorporating more than one piece of advice.
*Pension Transfer (Occupational) - (£245 + VAT)